+144.6%
URI vs AVAV
-14.7%
+159.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.8% | +2.7% | -5.9% |
| 7D | -12.9% | -24.3% | +11.4% | -10.0% |
| 30D | -3.4% | -28.9% | +25.5% | +0.5% |
| 3M | -10.0% | -39.3% | +29.2% | -4.9% |
| 6M | +12.2% | -38.8% | +50.9% | +17.2% |
| YTD | +29.8% | -57.8% | +87.5% | +39.6% |
| 1Y | +24.6% | -70.9% | +95.5% | +40.4% |
| All | +144.6% | -14.7% | +159.3% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling