+176.6%
URI vs AVAV
+7.1%
+169.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.8% | +2.7% | -5.6% |
| 7D | -12.9% | -24.3% | +11.4% | -9.3% |
| 30D | -3.4% | -28.9% | +25.5% | +1.5% |
| 3M | -10.0% | -39.3% | +29.2% | -3.6% |
| 6M | +12.2% | -38.8% | +50.9% | +18.3% |
| YTD | +29.8% | -57.8% | +87.5% | +42.1% |
| 1Y | +24.6% | -70.9% | +95.5% | +44.6% |
| 3Y | +137.6% | -14.8% | +152.4% | +115.3% |
| 5Y | +176.6% | +7.3% | +169.3% | +155.1% |
| All | +176.6% | +7.1% | +169.5% | +155.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling