+27.9%
SPMO vs ROIV
+224.1%
-196.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +2.7% | +22.3% | -19.6% | -0.6% |
| 30D | +1.1% | +16.9% | -15.8% | -1.5% |
| 3M | +2.0% | +43.9% | -41.9% | -3.6% |
| 6M | +26.5% | +41.6% | -15.0% | +19.2% |
| YTD | +26.5% | +92.7% | -66.2% | +15.1% |
| 1Y | +27.9% | +210.2% | -182.2% | +17.2% |
| All | +27.9% | +224.1% | -196.2% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling