+517.6%
SPMO vs TECH
+189.9%
+327.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | -1.9% | 0.0% | -1.9% | -1.9% |
| 3M | -1.4% | +33.7% | -35.0% | -9.3% |
| 6M | +25.5% | +34.9% | -9.4% | +13.3% |
| YTD | +24.8% | +23.2% | +1.7% | +15.0% |
| 1Y | +24.5% | +36.3% | -11.8% | +10.4% |
| 3Y | +157.1% | +2.3% | +154.9% | +137.9% |
| 5Y | +149.5% | -42.9% | +192.4% | +179.1% |
| All | +517.6% | +189.9% | +327.6% | +279.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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