-2.7%
SMCI vs FLEX
+102.8%
-105.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.5% |
| 7D | +6.8% | -0.9% | +7.7% | +7.4% |
| 30D | +30.6% | -10.1% | +40.7% | +39.7% |
| 3M | -15.6% | -31.3% | +15.8% | +7.3% |
| 6M | +21.3% | +71.3% | -50.0% | -10.1% |
| YTD | +35.3% | +81.2% | -46.0% | -4.5% |
| 1Y | -2.7% | +98.5% | -101.2% | -35.7% |
| All | -2.7% | +102.8% | -105.6% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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