+483.9%
SPMO vs AVAV
+467.8%
+16.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.2% |
| 7D | -2.6% | 0.0% | -2.6% | -2.8% |
| 30D | -14.2% | -9.9% | -4.3% | -13.3% |
| 3M | -12.7% | -34.7% | +22.0% | -8.4% |
| 6M | -9.6% | -26.6% | +17.0% | -7.6% |
| YTD | +9.3% | -48.9% | +58.2% | +15.0% |
| 1Y | +8.2% | -63.0% | +71.3% | +18.6% |
| 3Y | +119.4% | +1.6% | +117.8% | +102.4% |
| 5Y | +112.5% | +34.5% | +78.0% | +82.3% |
| 10Y | +449.2% | +359.3% | +89.9% | +314.1% |
| All | +483.9% | +467.8% | +16.1% | +330.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling