+514.3%
SPMO vs RRC
+6.5%
+507.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -1.9% |
| 7D | +0.1% | -1.2% | +1.2% | +0.2% |
| 30D | -0.7% | +3.0% | -3.7% | -1.0% |
| 3M | +2.8% | +7.3% | -4.4% | +2.0% |
| 6M | +24.4% | +3.6% | +20.9% | +23.6% |
| YTD | +24.2% | +19.4% | +4.8% | +21.5% |
| 1Y | +24.5% | +21.4% | +3.1% | +21.4% |
| 3Y | +155.6% | +32.8% | +122.8% | +145.7% |
| 5Y | +148.2% | +152.0% | -3.8% | +123.3% |
| All | +514.3% | +6.5% | +507.8% | +409.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling