+24.5%
SPMO vs TXT
-1.4%
+25.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -0.7% | -10.2% | +9.5% | +2.3% |
| 3M | +2.8% | -13.3% | +16.1% | +6.6% |
| 6M | +24.4% | -14.4% | +38.8% | +28.7% |
| YTD | +24.2% | -9.1% | +33.3% | +26.7% |
| 1Y | +24.5% | -2.2% | +26.7% | +25.3% |
| All | +24.5% | -1.4% | +25.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling