+450.3%
SPMO vs DOC
+21.1%
+429.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +3.9% |
| 7D | -1.9% | +5.9% | -7.8% | -3.5% |
| 30D | -14.1% | +10.3% | -24.3% | -16.6% |
| 3M | -13.1% | -2.2% | -10.9% | -12.8% |
| 6M | -9.4% | +8.2% | -17.6% | -12.1% |
| YTD | +9.5% | +35.4% | -25.8% | -1.3% |
| 1Y | +10.5% | +23.6% | -13.1% | +2.3% |
| 3Y | +124.4% | +57.3% | +67.1% | +88.6% |
| 5Y | +110.5% | -19.6% | +130.1% | +118.1% |
| 10Y | +450.3% | +20.8% | +429.5% | +401.9% |
| All | +450.3% | +21.1% | +429.2% | +401.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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