+3,923.7%
SMH vs ACWI
+341.2%
+3,582.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.4% | +1.9% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -19.2% | -2.8% | -16.4% | -15.9% |
| 3M | -16.4% | -3.2% | -13.2% | -12.4% |
| 6M | -14.0% | +1.3% | -15.2% | -13.5% |
| YTD | +35.3% | +11.2% | +24.1% | +22.9% |
| 1Y | +40.4% | +13.8% | +26.7% | +24.5% |
| 3Y | +226.8% | +76.2% | +150.6% | +83.7% |
| 5Y | +232.3% | +59.5% | +172.8% | +116.8% |
| 10Y | +1,469.9% | +222.2% | +1,247.7% | +434.0% |
| All | +3,923.7% | +341.2% | +3,582.5% | +884.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling