-31.6%
NWTG vs SPY
+14.6%
-46.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +1.7% | +10.8% | +10.5% |
| 7D | -17.3% | -0.7% | -16.6% | -16.5% |
| 30D | -19.5% | -1.0% | -18.4% | -18.7% |
| 3M | -15.7% | -0.3% | -15.4% | -15.5% |
| 6M | -23.5% | +7.3% | -30.9% | -31.3% |
| YTD | -39.3% | +13.3% | -52.7% | -50.0% |
| 1Y | -31.6% | +14.8% | -46.4% | -45.8% |
| All | -31.6% | +14.6% | -46.2% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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