+469.5%
SPMO vs RACE
+717.8%
-248.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.9% |
| 7D | +9.8% | -4.0% | +13.8% | +11.4% |
| 30D | -9.2% | +3.5% | -12.7% | -10.4% |
| 3M | -11.0% | -0.4% | -10.5% | -11.1% |
| 6M | -6.6% | +23.2% | -29.8% | -14.2% |
| YTD | +13.3% | +11.0% | +2.4% | +7.3% |
| 1Y | +12.7% | -2.2% | +14.9% | +11.7% |
| 3Y | +127.5% | +22.5% | +105.0% | +97.4% |
| 5Y | +117.4% | +63.2% | +54.2% | +62.7% |
| All | +469.5% | +717.8% | -248.3% | +199.4% |
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