-21.4%
NOW vs SPMO
+29.9%
-51.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.5% | -2.4% |
| 7D | -2.4% | +2.0% | -4.4% | -1.7% |
| 30D | +20.5% | -0.4% | +20.9% | +20.4% |
| 3M | +18.3% | -1.9% | +20.2% | +18.0% |
| 6M | +24.1% | +25.0% | -1.0% | +23.8% |
| YTD | -7.8% | +26.0% | -33.8% | -8.3% |
| 1Y | -21.4% | +28.7% | -50.1% | -23.4% |
| All | -21.4% | +29.9% | -51.3% | -23.4% |
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