+145.8%
GOOG vs SPMO
+155.8%
-10.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.2% |
| 7D | 0.0% | -0.9% | +1.0% | +0.6% |
| 30D | -2.0% | -1.9% | 0.0% | -0.9% |
| 3M | -5.9% | -1.4% | -4.5% | -6.2% |
| 6M | +8.9% | +25.5% | -16.6% | -11.1% |
| YTD | +7.1% | +24.8% | -17.7% | -12.3% |
| 1Y | +39.7% | +24.5% | +15.2% | +14.6% |
| 3Y | +145.8% | +157.1% | -11.3% | +0.7% |
| All | +145.8% | +155.8% | -10.0% | +0.7% |
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