+45.0%
AAPL vs SMH
+87.9%
-42.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.7% |
| 7D | +3.8% | +0.3% | +3.6% | +3.8% |
| 30D | +9.9% | -2.8% | +12.7% | +10.1% |
| 3M | +12.5% | -6.7% | +19.2% | +12.6% |
| 6M | +27.6% | +41.8% | -14.1% | +15.3% |
| YTD | +22.6% | +57.9% | -35.3% | +8.3% |
| 1Y | +45.0% | +87.6% | -42.7% | +24.6% |
| All | +45.0% | +87.9% | -42.9% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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