+479.4%
ASX vs SPMO
+149.2%
+330.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.7% |
| 7D | +11.1% | +2.7% | +8.4% | +7.3% |
| 30D | +9.6% | +1.1% | +8.5% | +8.3% |
| 3M | +18.6% | +2.0% | +16.6% | +18.0% |
| 6M | +92.1% | +26.5% | +65.6% | +49.2% |
| YTD | +158.5% | +26.5% | +132.0% | +101.0% |
| 1Y | +271.9% | +27.9% | +244.0% | +186.2% |
| 3Y | +465.2% | +160.4% | +304.9% | +89.4% |
| 5Y | +479.4% | +151.5% | +327.9% | +103.0% |
| All | +479.4% | +149.2% | +330.2% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling