-99.7%
NWTG vs SPY
+75.5%
-175.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.6% |
| 7D | -0.8% | -2.0% | +1.2% | +0.4% |
| 30D | +6.6% | -1.7% | +8.3% | +7.8% |
| 3M | +26.5% | +4.7% | +21.7% | +22.9% |
| 6M | -17.3% | +12.5% | -29.8% | -23.4% |
| YTD | -14.0% | +11.7% | -25.7% | -19.8% |
| 1Y | -33.5% | +17.5% | -51.0% | -39.2% |
| All | -99.7% | +75.5% | -175.2% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling