+451.2%
AVNT vs SPY
+775.2%
-324.0%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | -0.1% |
| 7D | +6.1% | -2.7% | +8.8% | +10.4% |
| 30D | +10.9% | -5.4% | +16.3% | +19.7% |
| 3M | +7.3% | -4.1% | +11.4% | +13.7% |
| 6M | +21.9% | +0.7% | +21.2% | +20.7% |
| YTD | +48.8% | +8.7% | +40.1% | +32.7% |
| 1Y | +55.4% | +10.9% | +44.6% | +34.7% |
| 3Y | +52.3% | +75.0% | -22.7% | -28.4% |
| 5Y | -10.5% | +67.8% | -78.3% | -54.3% |
| 10Y | +96.2% | +312.9% | -216.7% | -69.0% |
| All | +451.2% | +775.2% | -324.0% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling