+110.2%
SPOT vs AVAV
+18.1%
+92.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.5% | -12.3% | -3.8% |
| 7D | +1.6% | -10.6% | +12.2% | +3.4% |
| 30D | +17.6% | -18.8% | +36.4% | +21.6% |
| 3M | +26.9% | -34.1% | +61.0% | +36.0% |
| 6M | +41.8% | -35.3% | +77.1% | +49.4% |
| YTD | +3.8% | -53.4% | +57.2% | +13.5% |
| 1Y | -2.5% | -65.6% | +63.2% | +14.0% |
| 3Y | +260.6% | -5.1% | +265.6% | +193.3% |
| All | +110.2% | +18.1% | +92.0% | +27.8% |
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