+526.3%
SPMO vs AMC
-99.0%
+625.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -0.1% |
| 7D | +2.7% | -6.8% | +9.5% | +2.8% |
| 30D | +1.1% | +1.7% | -0.6% | +1.0% |
| 3M | +2.0% | +26.8% | -24.8% | +1.4% |
| 6M | +26.5% | +117.7% | -91.2% | +24.6% |
| YTD | +26.5% | +57.7% | -31.2% | +25.1% |
| 1Y | +27.9% | -12.5% | +40.4% | +27.5% |
| 3Y | +160.4% | -65.7% | +226.1% | +160.5% |
| 5Y | +151.5% | -99.5% | +251.0% | +159.2% |
| 10Y | +526.3% | -99.0% | +625.3% | +501.6% |
| All | +526.3% | -99.0% | +625.3% | +501.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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