+2.1%
AVTR vs SPXS
-98.6%
+100.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -1.3% |
| 7D | -1.1% | +2.5% | -3.6% | -0.2% |
| 30D | +6.3% | +4.2% | +2.1% | +8.0% |
| 3M | +53.3% | -9.3% | +62.6% | +48.6% |
| 6M | +78.6% | -30.7% | +109.3% | +59.7% |
| YTD | +29.2% | -28.1% | +57.3% | +17.9% |
| 1Y | +13.8% | -35.1% | +48.9% | +1.1% |
| 3Y | -27.4% | -79.6% | +52.1% | -52.2% |
| 5Y | -65.0% | -86.3% | +21.3% | -76.5% |
| All | +2.1% | -98.6% | +100.7% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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