+112.5%
NET vs SPMO
+147.4%
-34.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.5% | -4.1% |
| 7D | -7.0% | +2.0% | -9.0% | -9.5% |
| 30D | -4.8% | -0.4% | -4.4% | -4.3% |
| 3M | +3.8% | -1.9% | +5.7% | +2.9% |
| 6M | +50.0% | +25.0% | +25.0% | -3.0% |
| YTD | +41.5% | +26.0% | +15.5% | -9.4% |
| 1Y | +32.8% | +28.7% | +4.2% | -17.5% |
| 3Y | +335.9% | +160.9% | +175.0% | -29.9% |
| All | +112.5% | +147.4% | -34.9% | -59.9% |
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