+575.8%
SPMO vs BBY
+254.6%
+321.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.2% |
| 7D | +2.7% | +1.2% | +1.5% | +2.4% |
| 30D | +1.1% | +6.8% | -5.7% | -0.6% |
| 3M | +2.0% | +18.7% | -16.7% | -2.2% |
| 6M | +26.5% | +37.3% | -10.8% | +16.7% |
| YTD | +26.5% | +35.3% | -8.8% | +16.6% |
| 1Y | +27.9% | +20.7% | +7.3% | +20.7% |
| 3Y | +160.4% | +39.4% | +120.9% | +130.6% |
| 5Y | +151.5% | -1.5% | +153.0% | +135.0% |
| 10Y | +526.3% | +239.8% | +286.5% | +383.3% |
| All | +575.8% | +254.6% | +321.3% | +417.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling