+15.2%
SPMO vs DAR
+60.0%
-44.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.3% |
| 7D | +9.8% | +9.2% | +0.6% | +8.6% |
| 30D | -9.2% | -12.3% | +3.1% | -8.7% |
| 3M | -11.0% | -12.7% | +1.8% | -10.5% |
| 6M | -6.6% | -12.8% | +6.1% | -6.3% |
| YTD | +13.3% | +53.8% | -40.4% | +6.2% |
| All | +15.2% | +60.0% | -44.8% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling