+514.3%
SPMO vs ARWR
+1,080.6%
-566.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +0.1% | -4.3% | +4.4% | +0.5% |
| 30D | -0.7% | -7.3% | +6.6% | 0.0% |
| 3M | +2.8% | +17.0% | -14.2% | +1.0% |
| 6M | +24.4% | +39.8% | -15.4% | +19.9% |
| YTD | +24.2% | +24.7% | -0.5% | +20.7% |
| 1Y | +24.5% | +186.5% | -162.0% | +11.0% |
| 3Y | +155.6% | +176.8% | -21.2% | +118.9% |
| 5Y | +148.2% | +29.3% | +118.9% | +120.6% |
| All | +514.3% | +1,080.6% | -566.3% | +364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling