+48.5%
AMZN vs SMH
+326.9%
-278.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.1% |
| 7D | -0.7% | +0.3% | -0.9% | -0.8% |
| 30D | -3.9% | -2.8% | -1.1% | -2.8% |
| 3M | +6.3% | -6.7% | +13.0% | +7.9% |
| 6M | +20.8% | +41.8% | -21.0% | -7.0% |
| YTD | +11.2% | +57.9% | -46.6% | -20.6% |
| 1Y | +11.7% | +87.6% | -76.0% | -29.2% |
| 3Y | +79.4% | +282.9% | -203.5% | -35.6% |
| All | +48.5% | +326.9% | -278.4% | -53.1% |
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