+1,817.6%
SMH vs SPMO
+517.6%
+1,300.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +0.8% |
| 7D | +0.3% | -0.9% | +1.2% | +1.5% |
| 30D | -2.8% | -1.9% | -0.9% | -0.3% |
| 3M | -6.7% | -1.4% | -5.4% | -4.3% |
| 6M | +41.8% | +25.5% | +16.3% | +9.3% |
| YTD | +57.9% | +24.8% | +33.0% | +22.8% |
| 1Y | +87.6% | +24.5% | +63.1% | +47.2% |
| 3Y | +282.9% | +157.1% | +125.8% | +33.9% |
| 5Y | +330.4% | +149.5% | +180.9% | +58.3% |
| All | +1,817.6% | +517.6% | +1,300.0% | +258.9% |
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 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