+365.7%
ALAB vs SPMO
+91.9%
+273.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.4% | -8.1% |
| 7D | +3.2% | +3.4% | -0.2% | -4.2% |
| 30D | -13.6% | +0.5% | -14.1% | -14.2% |
| 3M | -16.6% | +1.9% | -18.5% | -15.5% |
| 6M | +142.3% | +27.8% | +114.5% | +51.0% |
| YTD | +73.6% | +26.7% | +47.0% | +11.8% |
| 1Y | +33.7% | +28.9% | +4.8% | -15.2% |
| All | +365.7% | +91.9% | +273.7% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling