+576.6%
SPMO vs BEN
+49.0%
+527.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +3.4% | +4.7% | -1.3% | +2.0% |
| 30D | +0.5% | +2.6% | -2.1% | -0.2% |
| 3M | +1.9% | +11.5% | -9.6% | -1.4% |
| 6M | +27.8% | +35.3% | -7.5% | +16.7% |
| YTD | +26.7% | +48.6% | -22.0% | +12.4% |
| 1Y | +28.9% | +46.7% | -17.8% | +14.6% |
| 3Y | +160.7% | +57.0% | +103.7% | +122.0% |
| 5Y | +150.2% | +41.8% | +108.4% | +114.3% |
| 10Y | +517.5% | +55.2% | +462.3% | +368.4% |
| All | +576.6% | +49.0% | +527.6% | +414.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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