+1,611.9%
BE vs SPMO
+154.5%
+1,457.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -0.5% |
| 7D | +9.7% | +0.1% | +9.7% | +9.9% |
| 30D | +22.4% | -0.7% | +23.1% | +25.0% |
| 3M | +10.4% | +2.8% | +7.5% | +11.0% |
| 6M | +67.9% | +24.4% | +43.4% | +23.5% |
| YTD | +197.5% | +24.2% | +173.3% | +122.2% |
| 1Y | +310.6% | +24.5% | +286.1% | +218.0% |
| All | +1,611.9% | +154.5% | +1,457.4% | +353.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling