+157.1%
SPMO vs WWD
+167.6%
-10.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.1% |
| 7D | -0.9% | -2.6% | +1.6% | -0.1% |
| 30D | -1.9% | -6.9% | +5.0% | +0.3% |
| 3M | -1.4% | -13.0% | +11.7% | +2.8% |
| 6M | +25.5% | -12.5% | +37.9% | +29.8% |
| YTD | +24.8% | +11.8% | +13.0% | +18.1% |
| 1Y | +24.5% | +41.1% | -16.6% | +7.1% |
| 3Y | +157.1% | +163.1% | -5.9% | +75.1% |
| All | +157.1% | +167.6% | -10.5% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling