+1,285.8%
WDC vs SPMO
+155.8%
+1,130.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.9% |
| 7D | -4.3% | -0.9% | -3.4% | -2.7% |
| 30D | -1.5% | -1.9% | +0.4% | +2.5% |
| 3M | -15.5% | -1.4% | -14.1% | -9.4% |
| 6M | +66.5% | +25.5% | +41.0% | +26.3% |
| YTD | +159.9% | +24.8% | +135.0% | +100.5% |
| 1Y | +366.0% | +24.5% | +341.5% | +264.2% |
| 3Y | +1,285.8% | +157.1% | +1,128.7% | +345.6% |
| All | +1,285.8% | +155.8% | +1,130.0% | +345.6% |
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