+506.3%
NOW vs SPMO
+449.2%
+57.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -8.7% | -2.6% | -6.1% | -6.6% |
| 30D | -29.3% | -14.2% | -15.0% | -18.3% |
| 3M | -21.8% | -12.7% | -9.2% | -12.1% |
| 6M | +9.2% | -9.6% | +18.8% | +12.2% |
| YTD | -35.0% | +9.3% | -44.3% | -47.1% |
| 1Y | -42.5% | +8.2% | -50.8% | -52.8% |
| 3Y | -21.5% | +119.4% | -140.9% | -72.2% |
| 5Y | -25.8% | +112.5% | -138.2% | -72.2% |
| 10Y | +506.3% | +449.2% | +57.1% | +25.1% |
| All | +506.3% | +449.2% | +57.1% | +25.1% |
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