+124.4%
SPMO vs ACWI
+74.5%
+49.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +0.9% |
| 7D | -1.9% | +0.3% | -2.3% | -2.2% |
| 30D | -14.1% | -2.8% | -11.2% | -10.5% |
| 3M | -13.1% | -3.2% | -9.9% | -9.1% |
| 6M | -9.4% | +1.3% | -10.7% | -10.1% |
| YTD | +9.5% | +11.2% | -1.7% | -3.2% |
| 1Y | +10.5% | +13.8% | -3.3% | -5.0% |
| 3Y | +124.4% | +76.2% | +48.2% | +15.7% |
| All | +124.4% | +74.5% | +49.9% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling