+8,077.9%
AMD vs SMH
+1,445.3%
+6,632.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.2% | +10.5% | +9.5% |
| 7D | +6.5% | -6.7% | +13.2% | +17.5% |
| 30D | -15.3% | -19.8% | +4.6% | +13.5% |
| 3M | +9.7% | -15.1% | +24.8% | +37.3% |
| 6M | +13.2% | -14.6% | +27.8% | +43.1% |
| YTD | +140.6% | +34.3% | +106.3% | +80.8% |
| 1Y | +111.2% | +35.2% | +76.0% | +57.9% |
| 3Y | +334.4% | +211.7% | +122.8% | +16.5% |
| 5Y | +268.3% | +240.5% | +27.9% | -5.6% |
| 10Y | +8,077.9% | +1,487.3% | +6,590.6% | +142.0% |
| All | +8,077.9% | +1,445.3% | +6,632.6% | +142.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling