+473.0%
SPMO vs FND
+56.5%
+416.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | -0.9% | -5.8% | +4.8% | +0.2% |
| 30D | -1.9% | -20.2% | +18.3% | +2.5% |
| 3M | -1.4% | -12.0% | +10.6% | +0.4% |
| 6M | +25.5% | -18.5% | +44.0% | +29.0% |
| YTD | +24.8% | -22.3% | +47.1% | +29.0% |
| 1Y | +24.5% | -47.6% | +72.1% | +39.2% |
| 3Y | +157.1% | -49.8% | +206.9% | +179.8% |
| 5Y | +149.5% | -63.0% | +212.5% | +177.8% |
| All | +473.0% | +56.5% | +416.5% | +354.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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