+213.6%
SMH vs ACWI
+70.3%
+143.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.7% | +3.7% |
| 7D | -11.2% | -2.4% | -8.9% | -6.4% |
| 30D | -25.8% | -5.2% | -20.6% | -16.4% |
| 3M | -18.8% | -4.8% | -14.0% | -9.1% |
| 6M | -15.6% | -1.3% | -14.3% | -10.8% |
| YTD | +28.8% | +8.4% | +20.4% | +13.8% |
| 1Y | +32.6% | +11.0% | +21.5% | +11.9% |
| 3Y | +213.6% | +70.6% | +143.1% | +22.8% |
| All | +213.6% | +70.3% | +143.3% | +22.8% |
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