+25.0%
FLEX vs SPMO
+11.0%
+14.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.8% | -11.5% | -10.6% |
| 7D | -17.0% | -8.9% | -8.1% | 0.0% |
| 30D | -33.8% | -13.8% | -20.1% | -10.2% |
| 3M | -39.0% | -12.5% | -26.5% | -19.0% |
| 6M | -15.9% | -1.5% | -14.4% | -12.1% |
| YTD | +27.8% | +11.3% | +16.5% | +6.0% |
| 1Y | +25.0% | +11.5% | +13.5% | +3.9% |
| All | +25.0% | +11.0% | +14.0% | +3.9% |
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