+308.1%
SPMO vs AVTR
+0.6%
+307.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | -0.9% | -1.1% | +0.1% | -0.7% |
| 30D | -1.9% | +6.3% | -8.2% | -3.2% |
| 3M | -1.4% | +53.3% | -54.7% | -10.6% |
| 6M | +25.5% | +78.6% | -53.2% | +9.5% |
| YTD | +24.8% | +29.2% | -4.4% | +16.4% |
| 1Y | +24.5% | +13.8% | +10.7% | +17.3% |
| 3Y | +157.1% | -27.4% | +184.6% | +160.7% |
| 5Y | +149.5% | -65.0% | +214.5% | +202.6% |
| All | +308.1% | +0.6% | +307.5% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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