+178.8%
SPMO vs NXT
+173.5%
+5.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.3% |
| 7D | -0.9% | -1.9% | +1.0% | -0.7% |
| 30D | -1.9% | -20.0% | +18.1% | +0.6% |
| 3M | -1.4% | -30.7% | +29.4% | +2.5% |
| 6M | +25.5% | -29.0% | +54.5% | +29.5% |
| YTD | +24.8% | -4.8% | +29.7% | +25.2% |
| 1Y | +24.5% | +22.8% | +1.7% | +22.0% |
| 3Y | +157.1% | +93.9% | +63.2% | +136.8% |
| All | +178.8% | +173.5% | +5.3% | +149.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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