+790.0%
NOW vs SPYM
+315.4%
+474.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.3% |
| 7D | -6.1% | +0.6% | -6.7% | -6.7% |
| 30D | +7.5% | -0.9% | +8.4% | +9.0% |
| 3M | +17.5% | +3.9% | +13.6% | +11.4% |
| 6M | +7.9% | +14.5% | -6.6% | -10.4% |
| YTD | -12.4% | +13.0% | -25.4% | -26.1% |
| 1Y | -28.6% | +19.4% | -48.0% | -44.2% |
| 3Y | +11.8% | +78.9% | -67.0% | -48.7% |
| 5Y | +2.6% | +82.3% | -79.7% | -52.0% |
| 10Y | +790.0% | +314.7% | +475.3% | +38.7% |
| All | +790.0% | +315.4% | +474.6% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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