+151.4%
ADBE vs SPMO
+517.6%
-366.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +0.9% |
| 7D | -5.4% | -0.9% | -4.4% | -4.6% |
| 30D | -2.5% | -1.9% | -0.6% | -1.3% |
| 3M | +15.3% | -1.4% | +16.6% | +12.0% |
| 6M | -7.8% | +25.5% | -33.3% | -31.5% |
| YTD | -27.9% | +24.8% | -52.8% | -46.3% |
| 1Y | -28.0% | +24.5% | -52.5% | -46.6% |
| 3Y | -55.3% | +157.1% | -212.5% | -85.5% |
| 5Y | -61.7% | +149.5% | -211.2% | -87.0% |
| All | +151.4% | +517.6% | -366.2% | -57.2% |
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