+360.5%
BE vs SPMO
+29.9%
+330.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.6% | +5.8% | +3.2% |
| 7D | +20.0% | +2.0% | +18.0% | +14.0% |
| 30D | +7.9% | -0.4% | +8.3% | +9.7% |
| 3M | -13.2% | -1.9% | -11.3% | -4.8% |
| 6M | +53.5% | +25.0% | +28.4% | -22.3% |
| YTD | +191.0% | +26.0% | +165.0% | +42.8% |
| 1Y | +360.5% | +28.7% | +331.8% | +109.3% |
| All | +360.5% | +29.9% | +330.6% | +109.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling