+257.6%
ALAB vs SPMO
+69.0%
+188.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | +1.1% |
| 7D | +16.3% | +6.3% | +10.0% | +1.2% |
| 30D | -26.1% | -8.9% | -17.3% | -4.7% |
| 3M | -31.3% | -13.2% | -18.1% | +1.5% |
| 6M | -1.0% | -9.3% | +8.3% | +40.2% |
| YTD | +33.3% | +11.6% | +21.8% | +22.1% |
| 1Y | +53.5% | +13.4% | +40.2% | +37.1% |
| All | +257.6% | +69.0% | +188.6% | +60.0% |
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