+6,045.6%
MU vs SPMO
+525.9%
+5,519.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.9% |
| 7D | +7.5% | +2.7% | +4.8% | +3.4% |
| 30D | +19.4% | +1.1% | +18.3% | +18.0% |
| 3M | +9.8% | +2.0% | +7.8% | +12.7% |
| 6M | +164.1% | +26.5% | +137.6% | +110.1% |
| YTD | +260.3% | +26.5% | +233.8% | +187.9% |
| 1Y | +661.2% | +27.9% | +633.2% | +507.9% |
| 3Y | +1,380.8% | +160.4% | +1,220.5% | +416.6% |
| 5Y | +1,346.4% | +151.5% | +1,194.9% | +433.4% |
| All | +6,045.6% | +525.9% | +5,519.7% | +1,036.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling