+885.5%
AMD vs SMH
+1,020.8%
-135.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.6% | +7.4% | +6.9% |
| 7D | -11.0% | -11.2% | +0.2% | +3.0% |
| 30D | -30.5% | -25.8% | -4.7% | -0.5% |
| 3M | -8.2% | -18.8% | +10.6% | +18.9% |
| 6M | +6.6% | -15.6% | +22.2% | +35.1% |
| YTD | +109.7% | +28.8% | +80.8% | +68.3% |
| 1Y | +88.9% | +32.6% | +56.4% | +47.4% |
| 3Y | +301.8% | +213.6% | +88.2% | +18.7% |
| 5Y | +229.4% | +222.4% | +6.9% | +1.8% |
| 10Y | +6,745.1% | +1,429.6% | +5,315.5% | +298.9% |
| All | +885.5% | +1,020.8% | -135.2% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling