-27.0%
AVGU vs SPY
+12.1%
-39.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.6% | -8.3% |
| 7D | +37.4% | +2.6% | +34.9% | +23.9% |
| 30D | -4.9% | -2.0% | -2.9% | +8.3% |
| 3M | -37.7% | -2.8% | -34.9% | -25.9% |
| 6M | -44.0% | +2.1% | -46.2% | -44.2% |
| YTD | -25.8% | +11.5% | -37.3% | -47.5% |
| 1Y | -27.0% | +13.5% | -40.5% | -52.9% |
| All | -27.0% | +12.1% | -39.1% | -52.9% |
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