+62.2%
AVNT vs SPY
+312.5%
-250.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -3.9% | -0.4% | -3.5% | -3.4% |
| 30D | -8.2% | -1.4% | -6.8% | -6.4% |
| 3M | +19.1% | +3.7% | +15.4% | +13.4% |
| 6M | +16.2% | +13.0% | +3.2% | -1.8% |
| YTD | +36.2% | +12.4% | +23.8% | +15.8% |
| 1Y | +16.9% | +18.5% | -1.6% | -7.7% |
| 3Y | +21.0% | +77.6% | -56.6% | -44.9% |
| 5Y | -0.4% | +81.7% | -82.1% | -55.1% |
| 10Y | +62.2% | +319.7% | -257.4% | -75.1% |
| All | +62.2% | +312.5% | -250.3% | -75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling