+1,803.3%
SMH vs ACWI
+226.0%
+1,577.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.9% |
| 7D | +5.2% | +1.1% | +4.2% | +3.4% |
| 30D | -1.5% | -0.2% | -1.3% | -1.2% |
| 3M | -4.1% | +4.7% | -8.8% | -9.8% |
| 6M | +50.8% | +14.5% | +36.3% | +24.5% |
| YTD | +59.3% | +14.6% | +44.7% | +31.7% |
| 1Y | +94.1% | +21.4% | +72.7% | +47.7% |
| 3Y | +286.7% | +77.6% | +209.1% | +73.8% |
| 5Y | +339.4% | +68.1% | +271.3% | +122.0% |
| 10Y | +1,803.3% | +226.1% | +1,577.1% | +320.5% |
| All | +1,803.3% | +226.0% | +1,577.3% | +320.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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