+576.6%
SPMO vs RMD
+366.4%
+210.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.4% |
| 7D | +3.4% | -4.5% | +7.8% | +4.6% |
| 30D | +0.5% | +4.6% | -4.1% | -0.9% |
| 3M | +1.9% | +14.8% | -12.9% | -2.7% |
| 6M | +27.8% | -12.1% | +39.9% | +31.4% |
| YTD | +26.7% | -7.5% | +34.1% | +28.0% |
| 1Y | +28.9% | -20.1% | +49.0% | +35.7% |
| 3Y | +160.7% | +53.9% | +106.8% | +117.6% |
| 5Y | +150.2% | -22.2% | +172.4% | +155.1% |
| 10Y | +517.5% | +268.2% | +249.3% | +341.3% |
| All | +576.6% | +366.4% | +210.2% | +384.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RMD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling