+27.9%
SPMO vs IWD
+28.3%
-0.4%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +2.7% | -1.2% | +3.9% | +4.1% |
| 30D | +1.1% | -1.6% | +2.7% | +2.9% |
| 3M | +2.0% | +7.0% | -5.0% | -6.8% |
| 6M | +26.5% | +17.0% | +9.6% | +4.5% |
| YTD | +26.5% | +21.6% | +4.9% | +1.0% |
| 1Y | +27.9% | +28.0% | -0.1% | -1.5% |
| All | +27.9% | +28.3% | -0.4% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling