+179.2%
URI vs AVAV
+18.1%
+161.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.5% | -9.3% | -0.4% |
| 7D | -9.8% | -10.6% | +0.8% | -8.3% |
| 30D | +1.7% | -18.8% | +20.5% | +4.7% |
| 3M | -9.1% | -34.1% | +25.1% | -3.8% |
| 6M | +9.9% | -35.3% | +45.2% | +14.9% |
| YTD | +31.2% | -53.4% | +84.6% | +41.5% |
| 1Y | +25.9% | -65.6% | +91.6% | +42.3% |
| 3Y | +147.4% | -5.1% | +152.5% | +120.3% |
| All | +179.2% | +18.1% | +161.0% | +113.0% |
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