+215.6%
SMH vs A
+64.5%
+151.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.2% |
| 7D | +4.9% | -0.5% | +5.4% | +5.1% |
| 30D | -13.8% | 0.0% | -13.8% | -13.5% |
| 3M | -17.4% | +16.7% | -34.1% | -22.5% |
| 6M | -15.0% | +54.8% | -69.8% | -30.2% |
| YTD | +35.2% | +28.8% | +6.4% | +20.7% |
| 1Y | +41.6% | +19.3% | +22.3% | +31.2% |
| 3Y | +215.6% | +65.5% | +150.1% | +172.1% |
| All | +215.6% | +64.5% | +151.1% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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