+122.9%
SPMO vs SUI
+18.2%
+104.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.6% |
| 7D | +6.3% | -1.5% | +7.8% | +6.3% |
| 30D | -8.9% | +3.7% | -12.6% | -8.9% |
| 3M | -13.2% | -0.4% | -12.8% | -13.1% |
| 6M | -9.3% | -2.8% | -6.5% | -9.2% |
| YTD | +11.6% | -1.6% | +13.2% | +11.5% |
| 1Y | +13.4% | -2.1% | +15.4% | +13.4% |
| 3Y | +122.9% | +18.5% | +104.4% | +115.0% |
| All | +122.9% | +18.2% | +104.7% | +115.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling