+517.6%
SPMO vs TROW
+130.0%
+387.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | -0.9% | -3.2% | +2.2% | +0.4% |
| 30D | -1.9% | -4.6% | +2.7% | 0.0% |
| 3M | -1.4% | -0.7% | -0.7% | -1.6% |
| 6M | +25.5% | +22.2% | +3.3% | +14.5% |
| YTD | +24.8% | +6.6% | +18.2% | +20.3% |
| 1Y | +24.5% | +5.8% | +18.7% | +20.1% |
| 3Y | +157.1% | +11.6% | +145.5% | +138.3% |
| 5Y | +149.5% | -38.9% | +188.4% | +193.1% |
| All | +517.6% | +130.0% | +387.6% | +364.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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