+443.4%
SMH vs ACHR
-45.0%
+488.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.1% |
| 7D | +0.3% | -2.3% | +2.5% | +0.6% |
| 30D | -2.8% | -11.3% | +8.5% | -1.0% |
| 3M | -6.7% | +5.3% | -12.0% | -8.6% |
| 6M | +41.8% | -13.2% | +55.0% | +43.1% |
| YTD | +57.9% | -25.8% | +83.7% | +62.5% |
| 1Y | +87.6% | -34.3% | +121.9% | +94.6% |
| 3Y | +282.9% | -19.9% | +302.9% | +254.4% |
| 5Y | +330.4% | -42.7% | +373.1% | +257.0% |
| All | +443.4% | -45.0% | +488.4% | +340.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling