+526.3%
SPMO vs ACWI
+226.5%
+299.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +2.7% | 0.0% | +2.7% | +2.7% |
| 30D | +1.1% | -0.6% | +1.7% | +1.7% |
| 3M | +2.0% | +4.3% | -2.2% | -1.9% |
| 6M | +26.5% | +12.7% | +13.9% | +12.5% |
| YTD | +26.5% | +13.9% | +12.6% | +11.2% |
| 1Y | +27.9% | +20.5% | +7.4% | +6.2% |
| 3Y | +160.4% | +76.5% | +83.9% | +48.6% |
| 5Y | +151.5% | +67.5% | +84.0% | +50.9% |
| 10Y | +526.3% | +231.8% | +294.5% | +126.4% |
| All | +526.3% | +226.5% | +299.8% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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