+247.1%
SMH vs FLEX
+473.3%
-226.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.8% | +1.0% | +2.8% |
| 7D | +0.5% | +2.2% | -1.7% | -0.8% |
| 30D | -14.2% | -32.6% | +18.4% | +3.7% |
| 3M | -11.5% | -35.5% | +24.0% | +8.8% |
| 6M | -12.0% | -45.6% | +33.5% | +16.9% |
| YTD | +40.8% | +30.7% | +10.1% | +6.7% |
| 1Y | +44.9% | +28.4% | +16.5% | +10.2% |
| 3Y | +226.7% | +301.7% | -74.9% | +14.4% |
| All | +247.1% | +473.3% | -226.2% | -10.3% |
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