+514.3%
SPMO vs BUD
-22.8%
+537.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +0.1% | -3.2% | +3.3% | +0.9% |
| 30D | -0.7% | -3.7% | +3.0% | +0.2% |
| 3M | +2.8% | -4.4% | +7.3% | +3.7% |
| 6M | +24.4% | +7.7% | +16.7% | +21.3% |
| YTD | +24.2% | +23.1% | +1.1% | +16.6% |
| 1Y | +24.5% | +33.6% | -9.1% | +14.1% |
| 3Y | +155.6% | +44.7% | +110.9% | +124.8% |
| 5Y | +148.2% | +44.9% | +103.3% | +115.0% |
| All | +514.3% | -22.8% | +537.2% | +477.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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