-26.2%
NOW vs SPMO
+100.8%
-127.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.6% |
| 7D | -3.0% | -8.7% | +5.7% | +3.8% |
| 30D | -26.0% | -18.7% | -7.4% | -13.5% |
| 3M | -13.1% | -16.4% | +3.3% | -1.1% |
| 6M | +14.5% | -11.9% | +26.4% | +17.4% |
| YTD | -33.4% | +4.9% | -38.3% | -44.4% |
| 1Y | -40.6% | +6.2% | -46.8% | -51.3% |
| 3Y | -16.3% | +115.1% | -131.4% | -72.9% |
| All | -26.2% | +100.8% | -127.1% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling