+494.4%
TEAM vs SPMO
+517.6%
-23.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.4% |
| 7D | -5.2% | -0.9% | -4.3% | -4.5% |
| 30D | +15.8% | -1.9% | +17.7% | +17.3% |
| 3M | +101.5% | -1.4% | +102.8% | +95.4% |
| 6M | +138.2% | +25.5% | +112.7% | +76.8% |
| YTD | +10.8% | +24.8% | -14.0% | -17.7% |
| 1Y | +1.7% | +24.5% | -22.8% | -24.5% |
| 3Y | -16.0% | +157.1% | -173.2% | -71.0% |
| 5Y | -52.7% | +149.5% | -202.2% | -82.7% |
| All | +494.4% | +517.6% | -23.2% | +15.8% |
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