-38.2%
AVGU vs SPY
+14.6%
-52.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -11.0% |
| 7D | -15.0% | -0.7% | -14.3% | -12.1% |
| 30D | -21.9% | -1.0% | -20.8% | -16.9% |
| 3M | -43.8% | -0.3% | -43.4% | -41.9% |
| 6M | -49.3% | +7.3% | -56.7% | -60.5% |
| YTD | -32.5% | +13.3% | -45.8% | -56.6% |
| 1Y | -38.2% | +14.8% | -53.0% | -61.1% |
| All | -38.2% | +14.6% | -52.9% | -61.1% |
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