+4,419.4%
SMCI vs FLEX
+1,246.8%
+3,172.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.8% |
| 7D | +6.8% | -0.9% | +7.7% | +7.2% |
| 30D | +30.6% | -10.1% | +40.7% | +37.2% |
| 3M | -15.6% | -31.3% | +15.8% | +1.3% |
| 6M | +21.3% | +71.3% | -50.0% | -3.7% |
| YTD | +35.3% | +81.2% | -46.0% | +3.5% |
| 1Y | -2.7% | +98.5% | -101.2% | -29.0% |
| 3Y | +40.3% | +428.2% | -387.9% | -31.5% |
| 5Y | +941.8% | +657.3% | +284.6% | +342.6% |
| 10Y | +1,687.4% | +995.9% | +691.4% | +480.8% |
| All | +4,419.4% | +1,246.8% | +3,172.6% | +980.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling