+517.6%
SPMO vs QID
-99.2%
+616.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | -0.2% |
| 7D | -0.9% | +1.3% | -2.2% | -0.4% |
| 30D | -1.9% | +2.9% | -4.9% | -0.6% |
| 3M | -1.4% | -0.7% | -0.6% | +0.2% |
| 6M | +25.5% | -29.7% | +55.2% | +13.3% |
| YTD | +24.8% | -27.9% | +52.7% | +14.5% |
| 1Y | +24.5% | -34.6% | +59.1% | +11.0% |
| 3Y | +157.1% | -73.5% | +230.7% | +79.8% |
| 5Y | +149.5% | -81.0% | +230.5% | +76.4% |
| All | +517.6% | -99.2% | +616.8% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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