+86.8%
SMH vs FLEX
+90.6%
-3.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -0.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -2.2% | -11.8% | +9.6% | +2.7% |
| 3M | -1.9% | -22.6% | +20.7% | +7.9% |
| 6M | +41.0% | +77.3% | -36.3% | +6.9% |
| YTD | +55.6% | +78.8% | -23.2% | +16.5% |
| 1Y | +86.8% | +86.1% | +0.8% | +35.7% |
| All | +86.8% | +90.6% | -3.8% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling