+921.6%
SMCI vs FLEX
+684.1%
+237.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.2% | -0.8% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +18.3% | -11.8% | +30.1% | +29.6% |
| 3M | +27.7% | -22.6% | +50.3% | +51.5% |
| 6M | +17.6% | +77.3% | -59.7% | -25.7% |
| YTD | +27.7% | +78.8% | -51.1% | -22.2% |
| 1Y | -14.9% | +86.1% | -100.9% | -50.9% |
| 3Y | +33.2% | +446.2% | -413.0% | -68.2% |
| 5Y | +921.6% | +689.7% | +231.9% | +81.4% |
| All | +921.6% | +684.1% | +237.5% | +81.4% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling