+573.2%
SPMO vs WCC
+616.0%
-42.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +0.7% |
| 7D | +2.0% | +4.5% | -2.5% | +1.0% |
| 30D | -0.4% | -5.8% | +5.4% | +0.9% |
| 3M | -1.9% | -3.7% | +1.8% | -1.2% |
| 6M | +25.0% | +23.1% | +2.0% | +19.0% |
| YTD | +26.0% | +44.2% | -18.1% | +15.6% |
| 1Y | +28.7% | +62.1% | -33.4% | +14.6% |
| 3Y | +160.9% | +121.1% | +39.8% | +110.4% |
| 5Y | +147.9% | +214.0% | -66.0% | +80.2% |
| 10Y | +518.9% | +472.8% | +46.1% | +252.2% |
| All | +573.2% | +616.0% | -42.8% | +279.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling