+514.0%
NOW vs SPMO
+460.5%
+53.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +3.1% |
| 7D | +0.3% | +6.3% | -6.1% | -5.6% |
| 30D | -27.0% | -8.9% | -18.1% | -20.3% |
| 3M | -19.6% | -13.2% | -6.4% | -9.0% |
| 6M | +17.5% | -9.3% | +26.7% | +20.5% |
| YTD | -33.3% | +11.6% | -44.8% | -46.8% |
| 1Y | -39.8% | +13.4% | -53.2% | -53.0% |
| 3Y | -19.9% | +122.9% | -142.8% | -72.0% |
| 5Y | -26.1% | +113.9% | -140.0% | -72.4% |
| All | +514.0% | +460.5% | +53.4% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling