+1,114.5%
ASX vs SPMO
+575.8%
+538.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +5.6% |
| 7D | +6.3% | +3.4% | +2.9% | +2.7% |
| 30D | +6.4% | +0.5% | +5.9% | +6.1% |
| 3M | +13.1% | +1.9% | +11.2% | +13.3% |
| 6M | +90.3% | +27.8% | +62.5% | +55.2% |
| YTD | +149.6% | +26.7% | +123.0% | +105.6% |
| 1Y | +249.2% | +28.9% | +220.3% | +183.8% |
| 3Y | +445.9% | +160.7% | +285.2% | +139.7% |
| 5Y | +477.7% | +150.2% | +327.5% | +164.5% |
| 10Y | +913.4% | +517.5% | +395.9% | +188.9% |
| All | +1,114.5% | +575.8% | +538.7% | +239.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling