+18.0%
BLK vs SPMO
+11.0%
+7.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.3% | +5.7% |
| 7D | +5.7% | -8.9% | +14.6% | +8.7% |
| 30D | +14.8% | -13.8% | +28.6% | +20.0% |
| 3M | +8.8% | -12.5% | +21.3% | +13.1% |
| 6M | +17.6% | -1.5% | +19.1% | +10.3% |
| YTD | +16.3% | +11.3% | +5.0% | -0.2% |
| 1Y | +18.0% | +11.5% | +6.5% | +1.3% |
| All | +18.0% | +11.0% | +7.0% | +1.3% |
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