+576.6%
SPMO vs FLR
+31.3%
+545.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +3.4% | +0.7% | +2.7% | +3.3% |
| 30D | +0.5% | -0.7% | +1.2% | +0.5% |
| 3M | +1.9% | +14.3% | -12.4% | +0.1% |
| 6M | +27.8% | +25.6% | +2.2% | +23.8% |
| YTD | +26.7% | +42.9% | -16.2% | +20.8% |
| 1Y | +28.9% | +38.7% | -9.8% | +23.1% |
| 3Y | +160.7% | +61.8% | +98.9% | +141.6% |
| 5Y | +150.2% | +254.1% | -103.9% | +114.7% |
| 10Y | +517.5% | +20.0% | +497.5% | +473.0% |
| All | +576.6% | +31.3% | +545.3% | +524.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling