+526.3%
SPMO vs RACE
+783.2%
-256.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | +2.7% | -2.6% | +5.3% | +3.6% |
| 30D | +1.1% | -1.1% | +2.2% | +1.4% |
| 3M | +2.0% | +12.5% | -10.5% | -2.6% |
| 6M | +26.5% | +17.4% | +9.1% | +18.3% |
| YTD | +26.5% | +10.1% | +16.4% | +20.4% |
| 1Y | +27.9% | -15.1% | +43.1% | +32.8% |
| 3Y | +160.4% | +38.9% | +121.5% | +114.9% |
| 5Y | +151.5% | +90.7% | +60.8% | +77.2% |
| 10Y | +526.3% | +801.8% | -275.5% | +222.8% |
| All | +526.3% | +783.2% | -256.8% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RACE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling