+573.2%
SPMO vs TECH
+229.0%
+344.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -0.4% | +0.7% | -1.1% | -0.5% |
| 3M | -1.9% | +36.3% | -38.2% | -9.8% |
| 6M | +25.0% | +25.6% | -0.5% | +15.8% |
| YTD | +26.0% | +23.7% | +2.3% | +16.6% |
| 1Y | +28.7% | +37.6% | -9.0% | +14.5% |
| 3Y | +160.9% | -6.6% | +167.5% | +150.2% |
| 5Y | +147.9% | -42.2% | +190.1% | +172.0% |
| 10Y | +518.9% | +187.6% | +331.4% | +332.9% |
| All | +573.2% | +229.0% | +344.2% | +373.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling