+161.9%
SPMO vs ACWI
+76.1%
+85.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.0% | +0.5% | +1.5% | +1.3% |
| 30D | -0.4% | +0.9% | -1.2% | -1.5% |
| 3M | -1.9% | +2.4% | -4.3% | -4.4% |
| 6M | +25.0% | +12.4% | +12.7% | +8.8% |
| YTD | +26.0% | +15.2% | +10.9% | +6.3% |
| 1Y | +28.7% | +22.7% | +6.0% | +0.3% |
| All | +161.9% | +76.1% | +85.8% | +33.4% |
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 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