+563.4%
SPMO vs UUUU
+313.0%
+250.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | -1.2% |
| 7D | +0.1% | -5.0% | +5.1% | +0.6% |
| 30D | -0.7% | -7.8% | +7.1% | 0.0% |
| 3M | +2.8% | -0.4% | +3.3% | +2.5% |
| 6M | +24.4% | -32.9% | +57.3% | +28.0% |
| YTD | +24.2% | -6.3% | +30.4% | +22.3% |
| 1Y | +24.5% | +7.9% | +16.6% | +19.1% |
| 3Y | +155.6% | +85.2% | +70.4% | +122.7% |
| 5Y | +148.2% | +97.0% | +51.2% | +106.7% |
| 10Y | +514.8% | +492.6% | +22.2% | +321.7% |
| All | +563.4% | +313.0% | +250.4% | +368.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling