+215.6%
SMH vs ACWI
+74.6%
+141.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.4% |
| 7D | +4.9% | +2.4% | +2.5% | -0.1% |
| 30D | -13.8% | -1.7% | -12.1% | -10.0% |
| 3M | -17.4% | -3.9% | -13.5% | -9.3% |
| 6M | -15.0% | +0.8% | -15.8% | -14.0% |
| YTD | +35.2% | +11.0% | +24.1% | +13.7% |
| 1Y | +41.6% | +13.1% | +28.5% | +15.1% |
| 3Y | +215.6% | +73.9% | +141.7% | +19.8% |
| All | +215.6% | +74.6% | +141.1% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling