+337.5%
AMD vs SMH
+327.0%
+10.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.5% |
| 7D | +2.6% | +2.5% | +0.1% | -0.5% |
| 30D | -0.9% | -0.5% | -0.5% | -0.6% |
| 3M | -8.7% | -9.6% | +0.9% | +4.6% |
| 6M | +136.3% | +42.1% | +94.3% | +58.8% |
| YTD | +123.0% | +57.4% | +65.6% | +33.2% |
| 1Y | +195.2% | +96.2% | +99.0% | +36.5% |
| 3Y | +336.3% | +267.9% | +68.4% | -12.2% |
| All | +337.5% | +327.0% | +10.5% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling