+1,319.7%
SMCI vs SPMO
+562.6%
+757.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.1% | -1.6% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +18.3% | -0.7% | +19.0% | +20.1% |
| 3M | +27.7% | +2.8% | +24.9% | +25.1% |
| 6M | +17.6% | +24.4% | -6.8% | -5.1% |
| YTD | +27.7% | +24.2% | +3.5% | +3.7% |
| 1Y | -14.9% | +24.5% | -39.4% | -30.4% |
| 3Y | +33.2% | +155.6% | -122.4% | -44.3% |
| 5Y | +921.6% | +148.2% | +773.4% | +341.6% |
| 10Y | +1,672.4% | +514.8% | +1,157.6% | +347.5% |
| All | +1,319.7% | +562.6% | +757.1% | +240.3% |
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