-17.0%
TEAM vs SPMO
+159.2%
-176.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | -4.7% | +2.7% | -7.4% | -5.9% |
| 30D | +17.0% | +1.1% | +16.0% | +16.2% |
| 3M | +85.9% | +2.0% | +83.9% | +78.1% |
| 6M | +116.7% | +26.5% | +90.1% | +69.2% |
| YTD | +9.6% | +26.5% | -16.9% | -14.8% |
| 1Y | -2.5% | +27.9% | -30.5% | -25.4% |
| All | -17.0% | +159.2% | -176.2% | -70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling