-99.7%
AVTX vs SPY
+81.8%
-181.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.9% |
| 7D | +4.0% | +0.5% | +3.5% | +3.5% |
| 30D | +7.6% | -0.9% | +8.5% | +8.4% |
| 3M | +54.7% | +3.9% | +50.8% | +49.7% |
| 6M | +13.9% | +14.5% | -0.7% | +2.2% |
| YTD | +8.5% | +12.9% | -4.4% | -1.4% |
| 1Y | +72.7% | +19.4% | +53.4% | +50.7% |
| 3Y | -11.7% | +78.5% | -90.2% | -41.8% |
| 5Y | -99.7% | +81.8% | -181.5% | -99.8% |
| All | -99.7% | +81.8% | -181.5% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling