+527.1%
SPMO vs RACE
+791.1%
-264.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +3.4% | -1.0% | +4.4% | +3.7% |
| 30D | +0.5% | -1.5% | +2.1% | +1.0% |
| 3M | +1.9% | +15.5% | -13.6% | -3.7% |
| 6M | +27.8% | +17.3% | +10.5% | +19.5% |
| YTD | +26.7% | +11.1% | +15.5% | +20.1% |
| 1Y | +28.9% | -14.3% | +43.2% | +33.3% |
| 3Y | +160.7% | +40.2% | +120.5% | +114.5% |
| 5Y | +150.2% | +92.6% | +57.6% | +75.7% |
| All | +527.1% | +791.1% | -264.0% | +222.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling