+526.3%
SPMO vs AVAV
+478.0%
+48.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.6% |
| 7D | +2.7% | -3.2% | +5.9% | +3.1% |
| 30D | +1.1% | -25.6% | +26.6% | +4.8% |
| 3M | +2.0% | -20.2% | +22.3% | +4.0% |
| 6M | +26.5% | -38.1% | +64.6% | +32.3% |
| YTD | +26.5% | -41.8% | +68.3% | +31.6% |
| 1Y | +27.9% | -39.0% | +67.0% | +31.3% |
| 3Y | +160.4% | +24.1% | +136.3% | +133.3% |
| 5Y | +151.5% | +53.0% | +98.4% | +110.8% |
| 10Y | +526.3% | +493.8% | +32.5% | +358.6% |
| All | +526.3% | +478.0% | +48.4% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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