+573.2%
SPMO vs IBB
+109.7%
+463.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +2.0% | +1.4% | +0.6% | +1.3% |
| 30D | -0.4% | +10.5% | -10.9% | -5.3% |
| 3M | -1.9% | +23.6% | -25.5% | -11.8% |
| 6M | +25.0% | +22.6% | +2.4% | +12.7% |
| YTD | +26.0% | +25.7% | +0.3% | +12.0% |
| 1Y | +28.7% | +51.4% | -22.7% | +4.3% |
| 3Y | +160.9% | +64.4% | +96.5% | +101.1% |
| 5Y | +147.9% | +22.1% | +125.8% | +116.5% |
| 10Y | +518.9% | +132.5% | +386.5% | +327.5% |
| All | +573.2% | +109.7% | +463.5% | +364.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling