+149.6%
GOOGL vs SPMO
+155.8%
-6.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.4% |
| 7D | 0.0% | -0.9% | +1.0% | +0.6% |
| 30D | -1.4% | -1.9% | +0.5% | -0.3% |
| 3M | -5.3% | -1.4% | -4.0% | -5.7% |
| 6M | +9.8% | +25.5% | -15.7% | -10.5% |
| YTD | +8.4% | +24.8% | -16.5% | -11.4% |
| 1Y | +41.2% | +24.5% | +16.7% | +15.6% |
| 3Y | +149.6% | +157.1% | -7.6% | +2.0% |
| All | +149.6% | +155.8% | -6.2% | +2.0% |
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