+957.1%
WDC vs SPMO
+145.0%
+812.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -1.6% |
| 7D | +4.4% | +0.1% | +4.3% | +4.5% |
| 30D | +5.3% | -0.7% | +6.0% | +7.2% |
| 3M | -5.9% | +2.8% | -8.8% | -5.1% |
| 6M | +73.2% | +24.4% | +48.8% | +36.5% |
| YTD | +167.8% | +24.2% | +143.7% | +113.4% |
| 1Y | +386.0% | +24.5% | +361.5% | +289.6% |
| 3Y | +1,309.7% | +155.6% | +1,154.1% | +372.5% |
| 5Y | +957.1% | +148.2% | +808.9% | +267.3% |
| All | +957.1% | +145.0% | +812.1% | +267.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling