-38.7%
NOW vs SPMO
+11.0%
-49.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.6% |
| 7D | -27.5% | -8.9% | -18.6% | -29.7% |
| 30D | -20.0% | -13.8% | -6.2% | -24.1% |
| 3M | -7.9% | -12.5% | +4.6% | -11.8% |
| 6M | +18.3% | -1.5% | +19.8% | +14.6% |
| YTD | -29.0% | +11.3% | -40.3% | -30.3% |
| 1Y | -38.7% | +11.5% | -50.2% | -40.0% |
| All | -38.7% | +11.0% | -49.7% | -40.0% |
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