+909.9%
GOOGL vs SPMO
+575.8%
+334.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.4% |
| 7D | +1.1% | +3.4% | -2.3% | -1.7% |
| 30D | -4.4% | +0.5% | -5.0% | -5.1% |
| 3M | -6.8% | +1.9% | -8.7% | -10.1% |
| 6M | +13.6% | +27.8% | -14.2% | -11.0% |
| YTD | +8.3% | +26.7% | -18.3% | -14.7% |
| 1Y | +44.9% | +28.9% | +16.1% | +12.4% |
| 3Y | +150.5% | +160.7% | -10.2% | +0.6% |
| 5Y | +137.7% | +150.2% | -12.5% | -0.4% |
| 10Y | +750.9% | +517.5% | +233.4% | +100.2% |
| All | +909.9% | +575.8% | +334.2% | +132.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling