+2.6%
NOW vs SPMO
+149.9%
-147.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.4% |
| 7D | -6.1% | +3.4% | -9.5% | -8.5% |
| 30D | +7.5% | +0.5% | +7.0% | +6.6% |
| 3M | +17.5% | +1.9% | +15.6% | +10.5% |
| 6M | +7.9% | +27.8% | -19.9% | -22.0% |
| YTD | -12.4% | +26.7% | -39.0% | -36.4% |
| 1Y | -28.6% | +28.9% | -57.5% | -49.5% |
| 3Y | +11.8% | +160.7% | -148.8% | -68.6% |
| 5Y | +2.6% | +150.2% | -147.5% | -68.9% |
| All | +2.6% | +149.9% | -147.2% | -68.9% |
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 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