+427.1%
SPMO vs SUI
+118.5%
+308.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.0% |
| 7D | -8.7% | +6.2% | -14.9% | -10.4% |
| 30D | -18.7% | +8.6% | -27.3% | -21.0% |
| 3M | -16.4% | +1.0% | -17.4% | -17.1% |
| 6M | -11.9% | -2.6% | -9.3% | -12.1% |
| YTD | +4.9% | -0.1% | +5.0% | +3.6% |
| 1Y | +6.2% | +0.5% | +5.7% | +4.6% |
| 3Y | +115.1% | +15.3% | +99.9% | +96.6% |
| 5Y | +102.2% | -26.1% | +128.4% | +117.3% |
| All | +427.1% | +118.5% | +308.6% | +325.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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