+95.5%
AMD vs SMH
+41.3%
+54.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.8% | +4.8% |
| 7D | -15.5% | -11.2% | -4.3% | -0.1% |
| 30D | -22.6% | -20.4% | -2.2% | +6.8% |
| 3M | -5.7% | -12.4% | +6.7% | +14.1% |
| 6M | +43.1% | -0.5% | +43.6% | +44.8% |
| YTD | +128.2% | +40.0% | +88.2% | +50.1% |
| 1Y | +95.5% | +43.4% | +52.1% | +23.7% |
| All | +95.5% | +41.3% | +54.2% | +23.7% |
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