+157.1%
SPMO vs BRKR
-11.8%
+168.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.9% | -8.7% | +7.7% | +0.2% |
| 30D | -1.9% | -9.9% | +7.9% | -0.6% |
| 3M | -1.4% | -3.1% | +1.7% | -2.0% |
| 6M | +25.5% | +45.5% | -20.0% | +16.8% |
| YTD | +24.8% | +13.7% | +11.2% | +19.9% |
| 1Y | +24.5% | +67.4% | -42.9% | +12.3% |
| 3Y | +157.1% | -13.2% | +170.4% | +152.7% |
| All | +157.1% | -11.8% | +168.9% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 3y: compounded portfolio wealth divided by compounded BRKR 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…
3y analysis · Full analysis span regression · 6 months rolling