+124.4%
SPMO vs ROIV
+351.4%
-227.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.2% | +3.4% |
| 7D | -1.9% | +13.3% | -15.3% | -4.4% |
| 30D | -14.1% | +14.8% | -28.8% | -16.5% |
| 3M | -13.1% | +11.9% | -25.0% | -15.6% |
| 6M | -9.4% | +42.4% | -51.8% | -16.7% |
| YTD | +9.5% | +87.4% | -77.9% | -5.8% |
| 1Y | +10.5% | +97.2% | -86.7% | -6.2% |
| 3Y | +124.4% | +375.7% | -251.3% | +52.1% |
| All | +124.4% | +351.4% | -227.0% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling