+3,476.8%
STX vs SPMO
+514.3%
+2,962.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.8% | -0.7% |
| 7D | +8.0% | +0.1% | +7.9% | +8.0% |
| 30D | +5.1% | -0.7% | +5.8% | +6.6% |
| 3M | +5.8% | +2.8% | +2.9% | +5.8% |
| 6M | +124.9% | +24.4% | +100.5% | +89.8% |
| YTD | +213.9% | +24.2% | +189.7% | +166.5% |
| 1Y | +350.4% | +24.5% | +325.9% | +284.3% |
| 3Y | +1,314.2% | +155.6% | +1,158.6% | +537.6% |
| 5Y | +1,092.8% | +148.2% | +944.6% | +453.9% |
| All | +3,476.8% | +514.3% | +2,962.5% | +780.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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