+1,101.8%
NBIS vs SMH
+130.5%
+971.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.6% |
| 7D | +17.8% | +4.3% | +13.4% | +10.6% |
| 30D | +30.5% | +0.9% | +29.7% | +30.5% |
| 3M | +9.2% | -2.8% | +12.0% | +18.2% |
| 6M | +153.2% | +45.6% | +107.5% | +39.6% |
| YTD | +187.1% | +59.5% | +127.7% | +39.2% |
| 1Y | +151.1% | +93.4% | +57.7% | -10.7% |
| All | +1,101.8% | +130.5% | +971.2% | +323.1% |
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 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