+964.0%
SMCI vs FLEX
+718.0%
+246.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.2% |
| 7D | +5.2% | +6.4% | -1.1% | +0.4% |
| 30D | +23.7% | -5.9% | +29.6% | +29.0% |
| 3M | -4.2% | -23.5% | +19.2% | +16.2% |
| 6M | +21.7% | +83.7% | -62.0% | -25.1% |
| YTD | +33.0% | +86.5% | -53.5% | -21.6% |
| 1Y | -9.3% | +100.5% | -109.8% | -50.7% |
| 3Y | +38.7% | +469.8% | -431.1% | -67.9% |
| All | +964.0% | +718.0% | +246.0% | +82.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling