+52.5%
SOXX vs SPMO
+11.0%
+41.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -1.7% |
| 7D | -13.7% | -8.9% | -4.8% | +1.4% |
| 30D | -23.6% | -13.8% | -9.8% | -0.9% |
| 3M | -16.9% | -12.5% | -4.4% | +5.5% |
| 6M | -2.4% | -1.5% | -0.9% | +4.9% |
| YTD | +49.8% | +11.3% | +38.5% | +33.5% |
| 1Y | +52.5% | +11.5% | +41.1% | +36.1% |
| All | +52.5% | +11.0% | +41.6% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling