+226.8%
SOXX vs SPMO
+155.8%
+71.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.0% |
| 7D | +1.4% | -0.9% | +2.3% | +2.9% |
| 30D | -3.6% | -1.9% | -1.7% | -0.4% |
| 3M | -10.2% | -1.4% | -8.8% | -6.6% |
| 6M | +54.2% | +25.5% | +28.8% | +12.8% |
| YTD | +75.2% | +24.8% | +50.4% | +29.4% |
| 1Y | +107.5% | +24.5% | +83.0% | +54.9% |
| 3Y | +226.8% | +157.1% | +69.6% | -10.4% |
| All | +226.8% | +155.8% | +71.0% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling