+142.6%
SPMO vs FLNC
-70.4%
+213.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -1.9% | +0.3% |
| 7D | -0.9% | -4.1% | +3.1% | -0.7% |
| 30D | -1.9% | -24.8% | +22.9% | +0.2% |
| 3M | -1.4% | -59.1% | +57.7% | +5.2% |
| 6M | +25.5% | -42.0% | +67.5% | +28.3% |
| YTD | +24.8% | -49.8% | +74.6% | +27.6% |
| 1Y | +24.5% | +43.1% | -18.6% | +15.6% |
| 3Y | +157.1% | -61.0% | +218.1% | +146.4% |
| All | +142.6% | -70.4% | +213.0% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 all: compounded portfolio wealth divided by compounded FLNC 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…
all analysis · Full analysis span regression · 6 months rolling