+11.5%
SPMO vs BBY
+33.0%
-21.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.0% | -8.8% | -0.8% |
| 7D | -8.9% | +4.5% | -13.4% | -8.8% |
| 30D | -13.8% | +16.0% | -29.8% | -13.7% |
| 3M | -12.5% | +18.6% | -31.1% | -12.5% |
| 6M | -1.5% | +80.1% | -81.5% | -3.5% |
| YTD | +11.3% | +57.4% | -46.1% | +9.6% |
| 1Y | +11.5% | +34.5% | -23.0% | +13.0% |
| All | +11.5% | +33.0% | -21.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling