+160.6%
SPMO vs TECH
+1.4%
+159.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | +1.1% | +0.3% | +0.8% | +1.0% |
| 3M | +2.0% | +32.9% | -30.9% | -2.4% |
| 6M | +26.5% | +32.1% | -5.5% | +20.3% |
| YTD | +26.5% | +23.4% | +3.1% | +21.2% |
| 1Y | +27.9% | +34.1% | -6.1% | +20.1% |
| All | +160.6% | +1.4% | +159.2% | +157.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling