+1,033.9%
FLEX vs SPMO
+514.3%
+519.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -1.8% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -11.8% | -0.7% | -11.1% | -10.6% |
| 3M | -22.6% | +2.8% | -25.4% | -23.4% |
| 6M | +77.3% | +24.4% | +52.9% | +42.7% |
| YTD | +78.8% | +24.2% | +54.6% | +44.9% |
| 1Y | +86.1% | +24.5% | +61.6% | +51.5% |
| 3Y | +446.2% | +155.6% | +290.6% | +102.5% |
| 5Y | +689.7% | +148.2% | +541.5% | +204.3% |
| All | +1,033.9% | +514.3% | +519.6% | +137.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling