+150.2%
SPMO vs AVAV
+44.7%
+105.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.2% |
| 7D | +3.4% | +3.2% | +0.2% | +3.0% |
| 30D | +0.5% | -20.3% | +20.8% | +2.8% |
| 3M | +1.9% | -19.4% | +21.3% | +3.4% |
| 6M | +27.8% | -35.3% | +63.1% | +32.1% |
| YTD | +26.7% | -38.5% | +65.1% | +30.1% |
| 1Y | +28.9% | -37.2% | +66.1% | +31.3% |
| 3Y | +160.7% | +31.1% | +129.6% | +137.3% |
| 5Y | +150.2% | +41.0% | +109.2% | +117.0% |
| All | +150.2% | +44.7% | +105.5% | +117.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling