+301.8%
AMD vs SMH
+214.0%
+87.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.6% | +7.4% | +6.6% |
| 7D | -11.0% | -11.2% | +0.2% | +3.8% |
| 30D | -30.5% | -25.8% | -4.7% | +1.2% |
| 3M | -8.2% | -18.8% | +10.6% | +20.3% |
| 6M | +6.6% | -15.6% | +22.2% | +36.3% |
| YTD | +109.7% | +28.8% | +80.8% | +70.9% |
| 1Y | +88.9% | +32.6% | +56.4% | +49.8% |
| 3Y | +301.8% | +213.6% | +88.2% | +6.2% |
| All | +301.8% | +214.0% | +87.8% | +6.2% |
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 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