+1,770.3%
SMCI vs FLEX
+1,128.1%
+642.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +7.2% | +0.1% | +3.3% |
| 7D | +1.3% | +5.7% | -4.4% | -1.7% |
| 30D | +6.6% | -7.0% | +13.6% | +10.8% |
| 3M | +25.4% | -23.8% | +49.3% | +44.3% |
| 6M | +26.1% | +82.6% | -56.5% | -7.2% |
| YTD | +37.0% | +91.6% | -54.6% | -3.2% |
| 1Y | -8.8% | +100.6% | -109.3% | -37.6% |
| 3Y | +44.6% | +479.8% | -435.2% | -39.7% |
| 5Y | +995.9% | +746.5% | +249.4% | +293.8% |
| All | +1,770.3% | +1,128.1% | +642.2% | +373.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling