-70.2%
SMR vs FLEX
+90.6%
-160.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.4% | -2.9% |
| 7D | +4.7% | +0.1% | +4.6% | +5.0% |
| 30D | +3.2% | -11.8% | +15.0% | +11.4% |
| 3M | +9.9% | -22.6% | +32.5% | +25.6% |
| 6M | -15.1% | +77.3% | -92.5% | -53.2% |
| YTD | -27.9% | +78.8% | -106.7% | -62.0% |
| 1Y | -70.2% | +86.1% | -156.3% | -85.3% |
| All | -70.2% | +90.6% | -160.9% | -85.3% |
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 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