+422.6%
AVNT vs SPY
+814.4%
-391.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | -2.8% | +0.1% | -3.0% | -3.0% |
| 30D | +14.5% | +0.1% | +14.4% | +14.4% |
| 3M | +28.1% | +2.0% | +26.1% | +24.7% |
| 6M | +10.5% | +13.0% | -2.5% | -6.4% |
| YTD | +41.1% | +13.5% | +27.6% | +18.5% |
| 1Y | +20.1% | +20.0% | +0.1% | -6.5% |
| 3Y | +16.5% | +77.2% | -60.7% | -46.1% |
| 5Y | -0.7% | +81.9% | -82.6% | -54.5% |
| 10Y | +57.4% | +314.1% | -256.7% | -75.1% |
| All | +422.6% | +814.4% | -391.8% | -69.3% |
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