+190.8%
EQT vs SPMO
+149.5%
+41.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.9% |
| 7D | -2.0% | -0.9% | -1.1% | -1.4% |
| 30D | 0.0% | -1.9% | +1.9% | +1.0% |
| 3M | +5.9% | -1.4% | +7.3% | +5.1% |
| 6M | -14.8% | +25.5% | -40.3% | -31.1% |
| YTD | +1.8% | +24.8% | -23.1% | -17.6% |
| 1Y | +7.4% | +24.5% | -17.1% | -13.2% |
| 3Y | +33.6% | +157.1% | -123.5% | -49.2% |
| All | +190.8% | +149.5% | +41.3% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling