+802.8%
TEAM vs SPMO
+543.3%
+259.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.9% |
| 7D | -0.4% | +2.0% | -2.4% | -2.1% |
| 30D | +67.3% | -0.4% | +67.7% | +67.4% |
| 3M | +86.8% | -1.9% | +88.7% | +81.6% |
| 6M | +146.8% | +25.0% | +121.8% | +85.1% |
| YTD | +16.9% | +26.0% | -9.1% | -13.3% |
| 1Y | +12.8% | +28.7% | -15.9% | -18.5% |
| 3Y | -7.3% | +160.9% | -168.2% | -67.6% |
| 5Y | -50.7% | +147.9% | -198.6% | -81.4% |
| 10Y | +529.8% | +518.9% | +10.9% | +27.3% |
| All | +802.8% | +543.3% | +259.4% | +74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling