+34.8%
SMCI vs FLEX
+442.3%
-407.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +51.3% |
| 6M | +17.6% | +77.3% | -59.7% | -25.9% |
| YTD | +27.7% | +78.8% | -51.1% | -22.7% |
| 1Y | -14.9% | +86.1% | -100.9% | -51.4% |
| All | +34.8% | +442.3% | -407.5% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling