+422.3%
SPMO vs DOC
+15.7%
+406.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | -8.7% | +6.5% | -15.2% | -10.3% |
| 30D | -18.7% | +9.2% | -27.8% | -20.8% |
| 3M | -16.4% | -2.5% | -13.9% | -16.1% |
| 6M | -11.9% | +7.1% | -18.9% | -14.2% |
| YTD | +4.9% | +33.0% | -28.1% | -5.1% |
| 1Y | +6.2% | +23.3% | -17.1% | -1.7% |
| 3Y | +115.1% | +44.9% | +70.2% | +85.5% |
| 5Y | +102.2% | -21.6% | +123.8% | +111.0% |
| All | +422.3% | +15.7% | +406.6% | +379.2% |
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