+615.9%
SMTC vs FLNC
-62.9%
+678.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +4.6% |
| 7D | +13.1% | -4.1% | +17.1% | +14.0% |
| 30D | +19.5% | -24.8% | +44.2% | +26.0% |
| 3M | +2.2% | -59.1% | +61.3% | +20.1% |
| 6M | +94.9% | -42.0% | +136.8% | +109.6% |
| YTD | +127.0% | -49.8% | +176.7% | +143.9% |
| 1Y | +174.6% | +43.1% | +131.5% | +138.4% |
| 3Y | +615.9% | -61.0% | +676.9% | +535.5% |
| All | +615.9% | -62.9% | +678.8% | +535.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 3y: compounded portfolio wealth divided by compounded FLNC 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…
3y analysis · Full analysis span regression · 6 months rolling