+324.2%
SMH vs ACHR
-44.8%
+368.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | +1.4% | -5.4% | +6.8% | +2.3% |
| 30D | -2.2% | -19.7% | +17.5% | +1.2% |
| 3M | -1.9% | +7.9% | -9.8% | -4.2% |
| 6M | +41.0% | -13.8% | +54.8% | +42.5% |
| YTD | +55.6% | -27.5% | +83.1% | +60.8% |
| 1Y | +86.8% | -33.9% | +120.8% | +93.6% |
| 3Y | +277.7% | -20.0% | +297.6% | +250.1% |
| 5Y | +324.2% | -44.0% | +368.1% | +235.8% |
| All | +324.2% | -44.8% | +368.9% | +235.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling