+1,278.0%
AAPL vs SPMO
+517.6%
+760.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.3% |
| 7D | +3.8% | -0.9% | +4.8% | +4.6% |
| 30D | +9.9% | -1.9% | +11.9% | +11.3% |
| 3M | +12.5% | -1.4% | +13.8% | +10.4% |
| 6M | +27.6% | +25.5% | +2.1% | -2.1% |
| YTD | +22.6% | +24.8% | -2.3% | -5.7% |
| 1Y | +45.0% | +24.5% | +20.5% | +11.5% |
| 3Y | +87.8% | +157.1% | -69.4% | -32.6% |
| 5Y | +128.7% | +149.5% | -20.8% | -15.1% |
| All | +1,278.0% | +517.6% | +760.4% | +174.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling