+1.7%
TEAM vs SPMO
+24.6%
-22.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | +0.3% |
| 7D | -5.2% | -0.9% | -4.3% | -5.5% |
| 30D | +15.8% | -1.9% | +17.7% | +15.0% |
| 3M | +101.5% | -1.4% | +102.8% | +100.5% |
| 6M | +138.2% | +25.5% | +112.7% | +130.8% |
| YTD | +10.8% | +24.8% | -14.0% | +7.8% |
| 1Y | +1.7% | +24.5% | -22.8% | -2.7% |
| All | +1.7% | +24.6% | -22.9% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling