+563.4%
SPMO vs XME
+563.3%
+0.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -0.7% |
| 7D | +0.1% | -3.0% | +3.1% | +1.0% |
| 30D | -0.7% | -2.6% | +1.9% | 0.0% |
| 3M | +2.8% | +2.2% | +0.7% | +2.0% |
| 6M | +24.4% | +0.7% | +23.7% | +23.8% |
| YTD | +24.2% | +10.9% | +13.3% | +19.4% |
| 1Y | +24.5% | +35.7% | -11.2% | +12.1% |
| 3Y | +155.6% | +127.1% | +28.5% | +95.4% |
| 5Y | +148.2% | +168.5% | -20.3% | +78.2% |
| 10Y | +514.8% | +416.9% | +97.9% | +253.9% |
| All | +563.4% | +563.3% | +0.1% | +282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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