+218.3%
C vs SPMO
+469.5%
-251.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | -1.6% |
| 7D | -0.4% | +1.8% | -2.2% | -2.2% |
| 30D | -5.3% | -10.0% | +4.7% | +3.3% |
| 3M | -8.0% | -9.4% | +1.4% | -0.6% |
| 6M | -0.3% | -7.7% | +7.4% | +4.0% |
| YTD | +8.6% | +13.3% | -4.7% | -6.6% |
| 1Y | +25.8% | +12.7% | +13.1% | +8.7% |
| 3Y | +221.2% | +127.5% | +93.7% | +43.0% |
| 5Y | +113.6% | +119.7% | -6.1% | -2.3% |
| 10Y | +218.3% | +469.5% | -251.2% | -25.5% |
| All | +218.3% | +469.5% | -251.2% | -25.5% |
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