+166.3%
NEWP vs SPY
+14.6%
+151.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +1.7% | +12.8% | +9.5% |
| 7D | -1.8% | -0.7% | -1.1% | +1.0% |
| 30D | -10.8% | -1.0% | -9.8% | -7.1% |
| 3M | +5.7% | -0.3% | +6.1% | +8.4% |
| 6M | -3.8% | +7.3% | -11.2% | -17.6% |
| YTD | +57.8% | +13.3% | +44.5% | +20.4% |
| 1Y | +166.3% | +14.8% | +151.6% | +98.8% |
| All | +166.3% | +14.6% | +151.7% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling