+985.8%
ASX vs SPMO
+460.5%
+525.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -0.3% |
| 7D | +12.4% | +6.3% | +6.0% | +5.3% |
| 30D | -19.8% | -8.9% | -10.9% | -9.2% |
| 3M | -10.3% | -13.2% | +2.9% | +7.6% |
| 6M | +1.2% | -9.3% | +10.5% | +19.2% |
| YTD | +123.0% | +11.6% | +111.5% | +115.4% |
| 1Y | +145.4% | +13.4% | +132.1% | +133.6% |
| 3Y | +368.6% | +122.9% | +245.7% | +142.7% |
| 5Y | +486.0% | +113.9% | +372.1% | +216.1% |
| All | +985.8% | +460.5% | +525.2% | +267.7% |
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