+8,017.8%
AMD vs SMH
+1,805.9%
+6,212.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +4.5% |
| 7D | +10.0% | +5.2% | +4.8% | +3.5% |
| 30D | +4.6% | -1.5% | +6.2% | +6.5% |
| 3M | +3.1% | -4.1% | +7.2% | +9.8% |
| 6M | +162.8% | +50.8% | +112.1% | +65.5% |
| YTD | +136.2% | +59.3% | +76.8% | +40.1% |
| 1Y | +234.0% | +94.1% | +139.9% | +58.1% |
| 3Y | +376.7% | +286.7% | +90.0% | -4.5% |
| 5Y | +376.3% | +339.4% | +36.9% | -12.9% |
| 10Y | +8,017.8% | +1,803.3% | +6,214.5% | +81.2% |
| All | +8,017.8% | +1,805.9% | +6,212.0% | +81.2% |
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