+331.1%
AMD vs SMH
+269.3%
+61.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.6% |
| 7D | +2.6% | +2.5% | +0.1% | -0.4% |
| 30D | -0.9% | -0.5% | -0.5% | -0.6% |
| 3M | -8.7% | -9.6% | +0.9% | +4.1% |
| 6M | +136.3% | +42.1% | +94.3% | +63.8% |
| YTD | +123.0% | +57.4% | +65.6% | +38.8% |
| 1Y | +195.2% | +96.2% | +99.0% | +46.2% |
| All | +331.1% | +269.3% | +61.8% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling