+517.5%
SPMO vs SUI
+104.3%
+413.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +3.4% | -3.1% | +6.5% | +4.4% |
| 30D | +0.5% | -2.3% | +2.8% | +1.2% |
| 3M | +1.9% | -2.8% | +4.7% | +2.2% |
| 6M | +27.8% | -12.4% | +40.2% | +32.3% |
| YTD | +26.7% | -3.3% | +30.0% | +26.8% |
| 1Y | +28.9% | -5.8% | +34.7% | +29.9% |
| 3Y | +160.7% | +12.5% | +148.2% | +140.5% |
| 5Y | +150.2% | -32.9% | +183.0% | +179.0% |
| 10Y | +517.5% | +104.4% | +413.1% | +412.1% |
| All | +517.5% | +104.3% | +413.2% | +412.1% |
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