+517.6%
SPMO vs IBB
+125.5%
+392.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.9% | -4.2% | +3.3% | +1.4% |
| 30D | -1.9% | +1.1% | -3.0% | -2.9% |
| 3M | -1.4% | +19.0% | -20.4% | -11.1% |
| 6M | +25.5% | +18.9% | +6.6% | +13.1% |
| YTD | +24.8% | +20.3% | +4.5% | +11.4% |
| 1Y | +24.5% | +41.5% | -17.0% | +1.2% |
| 3Y | +157.1% | +60.3% | +96.9% | +91.8% |
| 5Y | +149.5% | +18.7% | +130.8% | +118.2% |
| All | +517.6% | +125.5% | +392.1% | +298.4% |
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