+150.5%
SPMO vs BTDR
+20.7%
+129.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.3% |
| 7D | -0.9% | -3.4% | +2.5% | -0.7% |
| 30D | -1.9% | +32.6% | -34.5% | -3.7% |
| 3M | -1.4% | -32.2% | +30.9% | 0.0% |
| 6M | +25.5% | +52.4% | -26.9% | +21.6% |
| YTD | +24.8% | +6.7% | +18.1% | +22.5% |
| 1Y | +24.5% | -15.2% | +39.7% | +22.4% |
| 3Y | +157.1% | +14.9% | +142.2% | +141.0% |
| All | +150.5% | +20.7% | +129.8% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 5y: compounded portfolio wealth divided by compounded BTDR 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…
5y analysis · Full analysis span regression · 6 months rolling