+517.6%
SPMO vs UUUU
+465.5%
+52.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.1% |
| 7D | -0.9% | -10.5% | +9.6% | +0.2% |
| 30D | -1.9% | -10.5% | +8.6% | -0.9% |
| 3M | -1.4% | -14.1% | +12.8% | -0.1% |
| 6M | +25.5% | -35.5% | +61.0% | +29.9% |
| YTD | +24.8% | -10.9% | +35.8% | +23.4% |
| 1Y | +24.5% | +3.4% | +21.1% | +19.2% |
| 3Y | +157.1% | +73.1% | +84.0% | +123.0% |
| 5Y | +149.5% | +87.1% | +62.4% | +105.3% |
| All | +517.6% | +465.5% | +52.1% | +305.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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