+573.2%
SPMO vs SUI
+145.0%
+428.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +2.0% | -2.8% | +4.8% | +2.8% |
| 30D | -0.4% | -1.2% | +0.8% | -0.1% |
| 3M | -1.9% | -1.7% | -0.1% | -2.0% |
| 6M | +25.0% | -10.5% | +35.5% | +28.5% |
| YTD | +26.0% | -1.8% | +27.9% | +25.6% |
| 1Y | +28.7% | -4.1% | +32.8% | +28.9% |
| 3Y | +160.9% | +11.3% | +149.7% | +143.0% |
| 5Y | +147.9% | -32.1% | +180.0% | +173.6% |
| 10Y | +518.9% | +110.4% | +408.5% | +425.3% |
| All | +573.2% | +145.0% | +428.2% | +461.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling