+17.6%
ABNB vs SPMO
+206.8%
-189.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.0% |
| 7D | -6.5% | -0.9% | -5.5% | -5.7% |
| 30D | -5.5% | -1.9% | -3.6% | -4.2% |
| 3M | +30.0% | -1.4% | +31.4% | +27.6% |
| 6M | +27.6% | +25.5% | +2.1% | -5.3% |
| YTD | +25.4% | +24.8% | +0.6% | -6.5% |
| 1Y | +38.3% | +24.5% | +13.8% | +2.9% |
| 3Y | +15.5% | +157.1% | -141.6% | -65.7% |
| 5Y | +3.0% | +149.5% | -146.5% | -67.9% |
| All | +17.6% | +206.8% | -189.2% | -70.4% |
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