+450.3%
SPMO vs AMBA
+12.8%
+437.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.3% | -0.9% | +3.5% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -14.1% | -8.6% | -5.5% | -12.7% |
| 3M | -13.1% | -29.0% | +15.9% | -8.0% |
| 6M | -9.4% | -19.2% | +9.8% | -8.3% |
| YTD | +9.5% | -13.0% | +22.5% | +8.5% |
| 1Y | +10.5% | -31.3% | +41.8% | +13.4% |
| 3Y | +124.4% | +28.1% | +96.2% | +97.1% |
| 5Y | +110.5% | -69.4% | +180.0% | +119.5% |
| 10Y | +450.3% | +7.6% | +442.6% | +301.1% |
| All | +450.3% | +12.8% | +437.5% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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