+517.6%
SPMO vs BBY
+252.7%
+264.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.5% | -0.2% |
| 7D | -0.9% | +0.6% | -1.5% | -1.1% |
| 30D | -1.9% | +9.4% | -11.3% | -4.1% |
| 3M | -1.4% | +19.3% | -20.7% | -5.8% |
| 6M | +25.5% | +47.9% | -22.4% | +13.0% |
| YTD | +24.8% | +39.6% | -14.7% | +13.6% |
| 1Y | +24.5% | +22.2% | +2.3% | +16.7% |
| 3Y | +157.1% | +45.0% | +112.2% | +123.3% |
| 5Y | +149.5% | +2.6% | +146.9% | +129.8% |
| All | +517.6% | +252.7% | +264.9% | +377.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling