+921.6%
SMCI vs FLUT
-51.9%
+973.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.8% |
| 7D | -1.3% | -3.6% | +2.3% | -0.2% |
| 30D | +18.3% | -0.3% | +18.6% | +17.9% |
| 3M | +27.7% | -12.6% | +40.3% | +31.3% |
| 6M | +17.6% | -8.0% | +25.6% | +17.6% |
| YTD | +27.7% | -54.1% | +81.8% | +63.7% |
| 1Y | -14.9% | -66.1% | +51.2% | +21.7% |
| 3Y | +33.2% | -45.0% | +78.2% | +56.7% |
| 5Y | +921.6% | -51.2% | +972.8% | +943.1% |
| All | +921.6% | -51.9% | +973.5% | +943.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling