-69.1%
AAL vs SPMO
+575.8%
-644.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -2.1% |
| 7D | -0.3% | +3.4% | -3.7% | -3.3% |
| 30D | -19.0% | +0.5% | -19.5% | -19.5% |
| 3M | -5.1% | +1.9% | -7.0% | -8.0% |
| 6M | +15.5% | +27.8% | -12.3% | -9.7% |
| YTD | -15.8% | +26.7% | -42.4% | -33.5% |
| 1Y | -0.3% | +28.9% | -29.2% | -22.5% |
| 3Y | -7.7% | +160.7% | -168.3% | -61.6% |
| 5Y | -32.5% | +150.2% | -182.7% | -70.6% |
| 10Y | -66.0% | +517.5% | -583.5% | -91.7% |
| All | -69.1% | +575.8% | -644.9% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPMO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling