+47.9%
AVXC vs SPY
+21.3%
+26.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -1.1% |
| 7D | +0.6% | +0.3% | +0.4% | +0.2% |
| 30D | +3.0% | +0.2% | +2.7% | +2.6% |
| 3M | -2.1% | +2.8% | -4.9% | -5.8% |
| 6M | +19.1% | +14.3% | +4.9% | +0.1% |
| YTD | +31.2% | +14.0% | +17.2% | +10.6% |
| All | +47.9% | +21.3% | +26.6% | +20.4% |
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