+469.5%
SPMO vs IBB
+133.2%
+336.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.2% | +3.4% |
| 7D | +1.8% | -1.4% | +3.2% | +2.7% |
| 30D | -10.0% | +6.8% | -16.8% | -13.2% |
| 3M | -9.4% | +9.2% | -18.6% | -14.2% |
| 6M | -7.7% | +28.3% | -36.0% | -20.7% |
| YTD | +13.3% | +29.4% | -16.0% | -3.4% |
| 1Y | +12.7% | +33.2% | -20.5% | -5.6% |
| 3Y | +127.5% | +90.2% | +37.3% | +51.7% |
| 5Y | +119.7% | +44.0% | +75.7% | +70.5% |
| 10Y | +469.5% | +133.1% | +336.4% | +238.5% |
| All | +469.5% | +133.2% | +336.3% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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