+517.5%
SPMO vs EXPD
+308.0%
+209.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.1% |
| 7D | +3.4% | -0.9% | +4.3% | +3.7% |
| 30D | +0.5% | +4.1% | -3.5% | -1.0% |
| 3M | +1.9% | +13.8% | -11.9% | -3.2% |
| 6M | +27.8% | +27.3% | +0.5% | +15.8% |
| YTD | +26.7% | +25.4% | +1.2% | +14.4% |
| 1Y | +28.9% | +54.4% | -25.5% | +6.1% |
| 3Y | +160.7% | +67.9% | +92.8% | +102.7% |
| 5Y | +150.2% | +59.2% | +91.0% | +93.8% |
| 10Y | +517.5% | +308.6% | +209.0% | +222.2% |
| All | +517.5% | +308.0% | +209.5% | +222.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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