+1,060.6%
FLEX vs SMTC
+493.3%
+567.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.0% | -5.6% | +0.3% |
| 7D | +7.0% | +22.9% | -16.0% | -2.0% |
| 30D | -5.8% | +16.6% | -22.4% | -12.4% |
| 3M | -24.2% | +2.4% | -26.6% | -26.0% |
| 6M | +90.8% | +98.3% | -7.5% | +41.2% |
| YTD | +89.2% | +120.7% | -31.5% | +34.1% |
| 1Y | +104.7% | +168.3% | -63.6% | +33.0% |
| 3Y | +478.1% | +571.7% | -93.6% | +106.2% |
| 5Y | +726.2% | +114.0% | +612.2% | +387.2% |
| 10Y | +1,060.6% | +497.0% | +563.6% | +328.5% |
| All | +1,060.6% | +493.3% | +567.3% | +328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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