+11.8%
NOW vs SPMO
+161.5%
-149.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | -6.1% | +3.4% | -9.5% | -7.6% |
| 30D | +7.5% | +0.5% | +7.0% | +6.9% |
| 3M | +17.5% | +1.9% | +15.6% | +12.6% |
| 6M | +7.9% | +27.8% | -19.9% | -16.0% |
| YTD | -12.4% | +26.7% | -39.0% | -31.6% |
| 1Y | -28.6% | +28.9% | -57.5% | -45.4% |
| 3Y | +11.8% | +160.7% | -148.8% | -59.9% |
| All | +11.8% | +161.5% | -149.7% | -59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling