+371.4%
ASX vs SPMO
+122.4%
+249.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.4% | +4.2% | +2.0% |
| 7D | -12.3% | -1.9% | -10.3% | -8.0% |
| 30D | -26.0% | -14.1% | -11.9% | -5.4% |
| 3M | -8.1% | -13.1% | +5.0% | +16.3% |
| 6M | +1.4% | -9.4% | +10.8% | +25.2% |
| YTD | +115.6% | +9.5% | +106.1% | +111.1% |
| 1Y | +128.0% | +10.5% | +117.5% | +121.0% |
| 3Y | +371.4% | +124.4% | +247.0% | +75.1% |
| All | +371.4% | +122.4% | +249.0% | +75.1% |
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