+2,379.9%
PWR vs SPMO
+575.8%
+1,804.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +1.9% |
| 7D | +4.5% | +3.4% | +1.1% | +1.4% |
| 30D | -4.9% | +0.5% | -5.4% | -5.3% |
| 3M | -7.9% | +1.9% | -9.8% | -9.0% |
| 6M | +18.3% | +27.8% | -9.5% | -4.7% |
| YTD | +51.5% | +26.7% | +24.8% | +23.2% |
| 1Y | +70.3% | +28.9% | +41.4% | +36.9% |
| 3Y | +210.6% | +160.7% | +49.9% | +40.8% |
| 5Y | +456.7% | +150.2% | +306.5% | +162.0% |
| 10Y | +2,396.1% | +517.5% | +1,878.6% | +619.4% |
| All | +2,379.9% | +575.8% | +1,804.1% | +624.9% |
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