+9.7%
AMD vs SMH
-17.5%
+27.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.2% | +10.5% | +8.1% |
| 7D | +6.5% | -6.7% | +13.2% | +18.3% |
| 30D | -15.3% | -19.8% | +4.6% | +16.1% |
| 3M | +9.7% | -15.1% | +24.8% | +40.0% |
| All | +9.7% | -17.5% | +27.2% | +40.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling