+72.3%
BA vs SPMO
+517.5%
-445.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -1.2% |
| 7D | +2.5% | +3.4% | -0.9% | -0.8% |
| 30D | -10.1% | +0.5% | -10.6% | -10.7% |
| 3M | -2.4% | +1.9% | -4.3% | -6.2% |
| 6M | -8.8% | +27.8% | -36.6% | -31.2% |
| YTD | -2.9% | +26.7% | -29.6% | -26.4% |
| 1Y | -8.8% | +28.9% | -37.7% | -32.2% |
| 3Y | -0.3% | +160.7% | -160.9% | -66.4% |
| 5Y | -0.3% | +150.2% | -150.5% | -64.5% |
| 10Y | +72.3% | +517.5% | -445.2% | -71.8% |
| All | +72.3% | +517.5% | -445.2% | -71.8% |
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