+469.5%
SPMO vs AVAV
+327.1%
+142.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | +9.8% | +18.4% | -8.6% | +7.3% |
| 30D | -9.2% | -4.9% | -4.2% | -8.8% |
| 3M | -11.0% | -37.7% | +26.7% | -5.9% |
| 6M | -6.6% | -28.4% | +21.8% | -4.2% |
| YTD | +13.3% | -50.0% | +63.4% | +19.8% |
| 1Y | +12.7% | -62.6% | +75.3% | +23.7% |
| 3Y | +127.5% | -0.6% | +128.1% | +109.1% |
| 5Y | +117.4% | +31.9% | +85.4% | +84.7% |
| All | +469.5% | +327.1% | +142.4% | +322.9% |
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