+517.6%
SPMO vs FLR
+19.7%
+497.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | -0.9% | -3.5% | +2.5% | -0.5% |
| 30D | -1.9% | +4.2% | -6.1% | -2.5% |
| 3M | -1.4% | +8.1% | -9.4% | -2.5% |
| 6M | +25.5% | +21.5% | +4.0% | +22.0% |
| YTD | +24.8% | +36.8% | -11.9% | +19.6% |
| 1Y | +24.5% | +31.2% | -6.7% | +19.6% |
| 3Y | +157.1% | +53.9% | +103.2% | +139.4% |
| 5Y | +149.5% | +243.0% | -93.5% | +114.5% |
| All | +517.6% | +19.7% | +497.9% | +486.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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