+16.7%
BABA vs SPMO
+517.5%
-500.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.9% |
| 7D | -0.2% | +3.4% | -3.6% | -2.5% |
| 30D | -12.3% | +0.5% | -12.8% | -12.8% |
| 3M | -5.3% | +1.9% | -7.2% | -8.3% |
| 6M | -13.1% | +27.8% | -40.9% | -29.2% |
| YTD | -22.4% | +26.7% | -49.1% | -36.4% |
| 1Y | -19.5% | +28.9% | -48.4% | -34.8% |
| 3Y | +32.9% | +160.7% | -127.7% | -40.1% |
| 5Y | -29.9% | +150.2% | -180.1% | -67.4% |
| 10Y | +16.7% | +517.5% | -500.8% | -70.0% |
| All | +16.7% | +517.5% | -500.8% | -70.0% |
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 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