+96.2%
SMH vs ACHR
-32.2%
+128.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.8% |
| 7D | +2.5% | -0.7% | +3.2% | +2.7% |
| 30D | -0.5% | +9.8% | -10.3% | -3.8% |
| 3M | -9.6% | -10.5% | +0.9% | -8.7% |
| 6M | +42.1% | -15.5% | +57.6% | +43.9% |
| YTD | +57.4% | -24.1% | +81.5% | +61.1% |
| 1Y | +96.2% | -32.4% | +128.6% | +114.0% |
| All | +96.2% | -32.2% | +128.4% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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