+2,521.4%
PWR vs SPMO
+517.6%
+2,003.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.7% |
| 7D | +4.2% | -0.9% | +5.1% | +5.1% |
| 30D | -4.0% | -1.9% | -2.1% | -2.2% |
| 3M | -4.8% | -1.4% | -3.4% | -3.2% |
| 6M | +14.6% | +25.5% | -10.9% | -6.7% |
| YTD | +54.2% | +24.8% | +29.4% | +26.4% |
| 1Y | +67.1% | +24.5% | +42.6% | +37.8% |
| 3Y | +218.5% | +157.1% | +61.3% | +42.6% |
| 5Y | +466.3% | +149.5% | +316.8% | +161.5% |
| All | +2,521.4% | +517.6% | +2,003.8% | +616.5% |
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 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