-84.1%
AVX vs SPY
+12.3%
-96.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -8.8% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -13.2% | -3.3% | -9.8% | -4.6% |
| 3M | +17.5% | -2.4% | +19.9% | +26.5% |
| 6M | -33.7% | +2.6% | -36.3% | -37.8% |
| YTD | -77.0% | +11.2% | -88.3% | -83.9% |
| All | -84.1% | +12.3% | -96.5% | -88.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling