+148.2%
SPMO vs GEN
+21.5%
+126.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | +0.1% | -4.3% | +4.4% | +0.9% |
| 30D | -0.7% | +3.8% | -4.5% | -1.5% |
| 3M | +2.8% | +22.3% | -19.4% | -1.8% |
| 6M | +24.4% | +39.0% | -14.5% | +14.7% |
| YTD | +24.2% | +11.9% | +12.3% | +20.3% |
| 1Y | +24.5% | +4.5% | +20.0% | +22.5% |
| 3Y | +155.6% | +59.0% | +96.6% | +126.6% |
| 5Y | +148.2% | +22.0% | +126.2% | +129.4% |
| All | +148.2% | +21.5% | +126.7% | +129.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling