+1,770.3%
SMCI vs FLUT
-9.3%
+1,779.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +6.8% |
| 7D | +1.3% | +0.4% | +0.8% | +1.2% |
| 30D | +6.6% | +2.5% | +4.1% | +5.7% |
| 3M | +25.4% | -9.2% | +34.7% | +27.0% |
| 6M | +26.1% | -8.2% | +34.4% | +26.5% |
| YTD | +37.0% | -53.2% | +90.2% | +63.4% |
| 1Y | -8.8% | -65.6% | +56.8% | +17.7% |
| 3Y | +44.6% | -43.6% | +88.2% | +62.9% |
| 5Y | +995.9% | -50.3% | +1,046.2% | +1,083.6% |
| All | +1,770.3% | -9.3% | +1,779.6% | +1,740.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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