+104.7%
FLEX vs SMTC
+166.5%
-61.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.0% | -5.6% | -0.8% |
| 7D | +7.0% | +22.9% | -16.0% | -4.3% |
| 30D | -5.8% | +16.6% | -22.4% | -14.2% |
| 3M | -24.2% | +2.4% | -26.6% | -27.1% |
| 6M | +90.8% | +98.3% | -7.5% | +29.9% |
| YTD | +89.2% | +120.7% | -31.5% | +24.4% |
| 1Y | +104.7% | +168.3% | -63.6% | +30.2% |
| All | +104.7% | +166.5% | -61.7% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling