+100.5%
FLEX vs SPMO
+28.5%
+72.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.2% |
| 7D | +6.4% | +2.7% | +3.6% | +1.0% |
| 30D | -5.9% | +1.1% | -6.9% | -7.3% |
| 3M | -23.5% | +2.0% | -25.5% | -25.6% |
| 6M | +83.7% | +26.5% | +57.2% | +16.2% |
| YTD | +86.5% | +26.5% | +60.0% | +18.6% |
| 1Y | +100.5% | +27.9% | +72.6% | +22.3% |
| All | +100.5% | +28.5% | +72.0% | +22.3% |
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