+575.8%
SPMO vs MKC
+52.9%
+522.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +2.7% | -4.3% | +7.0% | +3.7% |
| 30D | +1.1% | -3.1% | +4.2% | +1.7% |
| 3M | +2.0% | +6.8% | -4.8% | -0.3% |
| 6M | +26.5% | -18.3% | +44.9% | +32.4% |
| YTD | +26.5% | -23.1% | +49.6% | +33.9% |
| 1Y | +27.9% | -23.7% | +51.6% | +35.3% |
| 3Y | +160.4% | -31.0% | +191.4% | +179.8% |
| 5Y | +151.5% | -33.5% | +185.0% | +168.3% |
| 10Y | +526.3% | +30.3% | +496.1% | +475.5% |
| All | +575.8% | +52.9% | +522.9% | +511.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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