+460.5%
SPMO vs HDB
+63.5%
+397.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.7% |
| 7D | +6.3% | +2.7% | +3.6% | +5.6% |
| 30D | -8.9% | +14.1% | -23.0% | -12.3% |
| 3M | -13.2% | +11.8% | -25.0% | -16.2% |
| 6M | -9.3% | +8.2% | -17.4% | -12.0% |
| YTD | +11.6% | -29.3% | +40.9% | +21.7% |
| 1Y | +13.4% | -28.8% | +42.2% | +23.3% |
| 3Y | +122.9% | -7.5% | +130.4% | +120.2% |
| 5Y | +113.9% | -23.1% | +137.0% | +119.4% |
| All | +460.5% | +63.5% | +397.0% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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