+260.8%
GE vs SPMO
+155.8%
+105.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.6% |
| 7D | -4.0% | -0.9% | -3.1% | -3.3% |
| 30D | -11.4% | -1.9% | -9.5% | -10.1% |
| 3M | -2.6% | -1.4% | -1.3% | -3.2% |
| 6M | -0.3% | +25.5% | -25.8% | -22.2% |
| YTD | +5.4% | +24.8% | -19.5% | -17.3% |
| 1Y | +15.5% | +24.5% | -9.0% | -9.2% |
| 3Y | +260.8% | +157.1% | +103.6% | +39.9% |
| All | +260.8% | +155.8% | +105.0% | +39.9% |
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