+113.0%
NVTS vs SPMO
+29.9%
+83.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +2.0% |
| 7D | +2.7% | +2.0% | +0.7% | -2.5% |
| 30D | -4.5% | -0.4% | -4.1% | -2.7% |
| 3M | -61.5% | -1.9% | -59.6% | -58.3% |
| 6M | +28.0% | +25.0% | +2.9% | -33.3% |
| YTD | +65.3% | +26.0% | +39.2% | -14.9% |
| 1Y | +113.0% | +28.7% | +84.3% | +8.6% |
| All | +113.0% | +29.9% | +83.1% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling