+517.6%
SPMO vs WCC
+541.6%
-24.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.4% |
| 7D | -0.9% | +1.5% | -2.5% | -1.3% |
| 30D | -1.9% | -2.1% | +0.2% | -1.5% |
| 3M | -1.4% | +3.8% | -5.2% | -2.4% |
| 6M | +25.5% | +35.0% | -9.5% | +16.7% |
| YTD | +24.8% | +46.4% | -21.5% | +13.6% |
| 1Y | +24.5% | +63.0% | -38.5% | +10.1% |
| 3Y | +157.1% | +133.9% | +23.2% | +102.3% |
| 5Y | +149.5% | +226.5% | -77.0% | +76.0% |
| All | +517.6% | +541.6% | -24.0% | +239.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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