+1,022.8%
NBIS vs SMH
+128.2%
+894.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.0% | -3.8% |
| 7D | -0.8% | +0.3% | -1.1% | -1.1% |
| 30D | -13.4% | -2.8% | -10.6% | -9.0% |
| 3M | +1.0% | -6.7% | +7.8% | +16.6% |
| 6M | +100.5% | +41.8% | +58.7% | +15.2% |
| YTD | +168.3% | +57.9% | +110.4% | +32.1% |
| 1Y | +151.8% | +87.6% | +64.1% | -5.8% |
| All | +1,022.8% | +128.2% | +894.5% | +301.5% |
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