+4,495.9%
SMCI vs FLEX
+1,305.8%
+3,190.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | -0.4% |
| 7D | +9.7% | +7.0% | +2.7% | +6.2% |
| 30D | +29.3% | -5.8% | +35.1% | +32.9% |
| 3M | -8.5% | -24.2% | +15.7% | +4.7% |
| 6M | +28.6% | +90.8% | -62.2% | -2.8% |
| YTD | +37.5% | +89.2% | -51.6% | +3.1% |
| 1Y | +0.5% | +104.7% | -104.2% | -27.7% |
| 3Y | +43.4% | +478.1% | -434.6% | -32.7% |
| 5Y | +1,008.2% | +726.2% | +282.0% | +353.6% |
| 10Y | +1,776.0% | +1,060.6% | +715.5% | +493.8% |
| All | +4,495.9% | +1,305.8% | +3,190.1% | +976.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling