+157.1%
SPMO vs NVD
-99.1%
+256.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.6% |
| 7D | -0.9% | +10.8% | -11.8% | +0.8% |
| 30D | -1.9% | +0.8% | -2.7% | -1.2% |
| 3M | -1.4% | -20.8% | +19.5% | -3.5% |
| 6M | +25.5% | -41.2% | +66.6% | +18.9% |
| YTD | +24.8% | -44.2% | +69.0% | +18.4% |
| 1Y | +24.5% | -54.2% | +78.7% | +16.1% |
| 3Y | +157.1% | -99.1% | +256.3% | +49.2% |
| All | +157.1% | -99.1% | +256.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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