+234.0%
AMD vs SMH
+95.0%
+139.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +4.3% |
| 7D | +10.0% | +5.2% | +4.8% | +2.7% |
| 30D | +4.6% | -1.5% | +6.2% | +6.7% |
| 3M | +3.1% | -4.1% | +7.2% | +9.4% |
| 6M | +162.8% | +50.8% | +112.1% | +53.1% |
| YTD | +136.2% | +59.3% | +76.8% | +28.3% |
| 1Y | +234.0% | +94.1% | +139.9% | +37.9% |
| All | +234.0% | +95.0% | +139.0% | +37.9% |
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