+573.2%
SPMO vs RMD
+381.8%
+191.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.7% |
| 7D | +2.0% | -5.0% | +7.0% | +3.4% |
| 30D | -0.4% | +2.2% | -2.6% | -1.2% |
| 3M | -1.9% | +17.8% | -19.7% | -7.0% |
| 6M | +25.0% | -11.3% | +36.4% | +28.4% |
| YTD | +26.0% | -4.4% | +30.4% | +26.2% |
| 1Y | +28.7% | -15.7% | +44.4% | +33.5% |
| 3Y | +160.9% | +47.7% | +113.2% | +121.1% |
| 5Y | +147.9% | -19.2% | +167.1% | +150.2% |
| 10Y | +518.9% | +280.4% | +238.5% | +338.6% |
| All | +573.2% | +381.8% | +191.5% | +377.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling