+9.0%
MSFT vs SMH
+41.3%
-32.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.7% | +9.4% | +6.9% |
| 7D | +4.7% | -11.2% | +15.8% | +5.7% |
| 30D | +5.8% | -20.4% | +26.3% | +7.7% |
| 3M | +13.0% | -12.4% | +25.4% | +14.2% |
| 6M | +34.9% | -0.5% | +35.4% | +29.8% |
| YTD | +15.7% | +40.0% | -24.4% | +3.1% |
| 1Y | +9.0% | +43.4% | -34.4% | -4.0% |
| All | +9.0% | +41.3% | -32.4% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling