+203.4%
URI vs AVAV
+39.7%
+163.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.9% |
| 7D | -2.0% | -2.2% | +0.2% | -1.7% |
| 30D | -12.9% | -13.9% | +1.0% | -11.2% |
| 3M | -6.7% | -29.2% | +22.5% | -2.9% |
| 6M | +19.0% | -36.1% | +55.1% | +24.6% |
| YTD | +25.5% | -40.2% | +65.7% | +31.0% |
| 1Y | +5.5% | -36.2% | +41.8% | +7.8% |
| 3Y | +111.3% | +47.5% | +63.8% | +75.1% |
| All | +203.4% | +39.7% | +163.7% | +135.9% |
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