+157.1%
SPMO vs TRI
-18.9%
+176.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | -0.9% | -7.9% | +6.9% | -0.9% |
| 30D | -1.9% | -4.5% | +2.6% | -1.9% |
| 3M | -1.4% | +22.1% | -23.5% | -2.8% |
| 6M | +25.5% | -2.8% | +28.3% | +27.6% |
| YTD | +24.8% | -23.4% | +48.3% | +35.1% |
| 1Y | +24.5% | -41.5% | +66.0% | +46.7% |
| 3Y | +157.1% | -19.2% | +176.3% | +153.2% |
| All | +157.1% | -18.9% | +176.1% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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