+576.6%
SPMO vs QID
-99.3%
+675.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.6% |
| 7D | +3.4% | -2.7% | +6.1% | +2.3% |
| 30D | +0.5% | +1.8% | -1.3% | +1.4% |
| 3M | +1.9% | -2.2% | +4.1% | +3.1% |
| 6M | +27.8% | -32.1% | +59.9% | +14.5% |
| YTD | +26.7% | -28.6% | +55.2% | +16.2% |
| 1Y | +28.9% | -36.3% | +65.2% | +14.4% |
| 3Y | +160.7% | -74.4% | +235.1% | +83.5% |
| 5Y | +150.2% | -80.8% | +231.0% | +81.0% |
| 10Y | +517.5% | -99.1% | +616.6% | +132.9% |
| All | +576.6% | -99.3% | +675.9% | +151.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling