+69.7%
AVAH vs SPY
+18.8%
+51.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | +6.2% | -0.4% | +6.6% | +6.5% |
| 30D | +48.2% | -1.4% | +49.6% | +50.0% |
| 3M | +104.1% | +3.7% | +100.4% | +98.5% |
| 6M | +92.1% | +13.0% | +79.1% | +70.2% |
| YTD | +71.6% | +12.4% | +59.2% | +51.9% |
| 1Y | +69.7% | +18.5% | +51.2% | +38.8% |
| All | +69.7% | +18.8% | +51.0% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling