+160.7%
SPMO vs GEN
+57.7%
+102.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.0% |
| 7D | +3.4% | -0.7% | +4.1% | +3.5% |
| 30D | +0.5% | +2.6% | -2.1% | 0.0% |
| 3M | +1.9% | +15.8% | -13.9% | -1.1% |
| 6M | +27.8% | +33.1% | -5.3% | +19.5% |
| YTD | +26.7% | +11.3% | +15.4% | +23.7% |
| 1Y | +28.9% | +1.7% | +27.2% | +28.9% |
| 3Y | +160.7% | +58.1% | +102.5% | +138.5% |
| All | +160.7% | +57.7% | +102.9% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling