+514.3%
SPMO vs DAR
+375.1%
+139.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.2% | -1.5% |
| 7D | +0.1% | +0.9% | -0.9% | -0.1% |
| 30D | -0.7% | +6.4% | -7.1% | -2.1% |
| 3M | +2.8% | +13.2% | -10.4% | -0.2% |
| 6M | +24.4% | +26.2% | -1.7% | +17.6% |
| YTD | +24.2% | +84.4% | -60.2% | +8.0% |
| 1Y | +24.5% | +112.0% | -87.6% | +4.3% |
| 3Y | +155.6% | +13.4% | +142.2% | +138.9% |
| 5Y | +148.2% | -6.0% | +154.2% | +136.0% |
| All | +514.3% | +375.1% | +139.3% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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