+76.4%
AMZN vs SMH
+282.5%
-206.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -1.0% | +4.3% | -5.3% | -2.8% |
| 30D | -9.2% | +0.9% | -10.1% | -9.9% |
| 3M | +3.4% | -2.8% | +6.2% | +2.5% |
| 6M | +18.2% | +45.6% | -27.4% | -6.0% |
| YTD | +9.3% | +59.5% | -50.1% | -17.6% |
| 1Y | +5.9% | +93.4% | -87.5% | -28.4% |
| All | +76.4% | +282.5% | -206.1% | -32.6% |
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