+21.3%
NOK vs SPMO
+11.0%
+10.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.7% | -1.4% |
| 7D | -10.4% | -8.9% | -1.5% | +2.6% |
| 30D | -19.0% | -13.8% | -5.2% | +0.8% |
| 3M | -16.7% | -12.5% | -4.2% | +2.2% |
| 6M | -37.1% | -1.5% | -35.7% | -28.7% |
| YTD | +27.7% | +11.3% | +16.3% | +31.2% |
| 1Y | +21.3% | +11.5% | +9.8% | +24.3% |
| All | +21.3% | +11.0% | +10.3% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling