+1,003.0%
BE vs SPMO
+313.4%
+689.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.1% | +5.8% |
| 7D | +9.0% | -0.9% | +10.0% | +10.9% |
| 30D | +16.3% | -1.9% | +18.2% | +20.6% |
| 3M | +10.8% | -1.4% | +12.2% | +19.3% |
| 6M | +73.2% | +25.5% | +47.7% | +30.9% |
| YTD | +217.4% | +24.8% | +192.5% | +144.5% |
| 1Y | +309.8% | +24.5% | +285.3% | +229.8% |
| 3Y | +1,726.2% | +157.1% | +1,569.0% | +421.9% |
| 5Y | +1,306.2% | +149.5% | +1,156.7% | +340.2% |
| All | +1,003.0% | +313.4% | +689.6% | +92.0% |
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