+514.3%
SPMO vs HDB
+32.9%
+481.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.5% |
| 7D | +0.1% | -6.2% | +6.3% | +1.8% |
| 30D | -0.7% | -6.2% | +5.5% | +1.0% |
| 3M | +2.8% | -5.9% | +8.7% | +4.0% |
| 6M | +24.4% | -25.9% | +50.3% | +34.3% |
| YTD | +24.2% | -40.2% | +64.4% | +42.2% |
| 1Y | +24.5% | -38.0% | +62.5% | +40.8% |
| 3Y | +155.6% | -30.5% | +186.1% | +174.8% |
| 5Y | +148.2% | -38.1% | +186.3% | +171.2% |
| All | +514.3% | +32.9% | +481.4% | +440.6% |
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