+26.0%
MAR vs SPMO
+24.6%
+1.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -0.5% | -0.9% | +0.4% | -0.4% |
| 30D | -5.4% | -1.9% | -3.5% | -5.2% |
| 3M | -15.5% | -1.4% | -14.1% | -15.8% |
| 6M | +3.0% | +25.5% | -22.5% | -8.7% |
| YTD | +8.5% | +24.8% | -16.3% | -3.7% |
| 1Y | +26.0% | +24.5% | +1.5% | +11.5% |
| All | +26.0% | +24.6% | +1.3% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling