+175.1%
SPMO vs ROIV
+298.6%
-123.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.5% |
| 7D | +1.8% | +9.5% | -7.7% | +1.0% |
| 30D | -10.0% | +21.0% | -31.0% | -11.4% |
| 3M | -9.4% | +18.7% | -28.1% | -10.9% |
| 6M | -7.7% | +44.5% | -52.2% | -10.7% |
| YTD | +13.3% | +92.9% | -79.5% | +7.0% |
| 1Y | +12.7% | +100.2% | -87.5% | +6.1% |
| 3Y | +127.5% | +375.0% | -247.5% | +101.2% |
| 5Y | +119.7% | +435.2% | -315.5% | +82.7% |
| All | +175.1% | +298.6% | -123.5% | +142.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling