+150.2%
SPMO vs ALLE
+17.0%
+133.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +3.4% | +2.8% | +0.6% | +2.5% |
| 30D | +0.5% | -7.6% | +8.2% | +3.0% |
| 3M | +1.9% | +22.8% | -20.9% | -5.2% |
| 6M | +27.8% | +4.6% | +23.2% | +25.2% |
| YTD | +26.7% | -1.2% | +27.9% | +25.8% |
| 1Y | +28.9% | -9.1% | +38.0% | +31.6% |
| 3Y | +160.7% | +50.0% | +110.7% | +117.8% |
| 5Y | +150.2% | +15.2% | +134.9% | +132.3% |
| All | +150.2% | +17.0% | +133.2% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling