+103.6%
SPMO vs AHR
+360.2%
-256.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.9% |
| 7D | +0.1% | -3.0% | +3.1% | +0.5% |
| 30D | -0.7% | +2.6% | -3.3% | -1.1% |
| 3M | +2.8% | +16.0% | -13.2% | -0.4% |
| 6M | +24.4% | +3.1% | +21.4% | +23.4% |
| YTD | +24.2% | +16.0% | +8.1% | +19.6% |
| 1Y | +24.5% | +28.0% | -3.5% | +16.8% |
| All | +103.6% | +360.2% | -256.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling