+3,730.1%
SMH vs ACWI
+330.0%
+3,400.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.7% | +3.7% |
| 7D | -11.2% | -2.4% | -8.9% | -8.4% |
| 30D | -25.8% | -5.2% | -20.6% | -20.4% |
| 3M | -18.8% | -4.8% | -14.0% | -13.2% |
| 6M | -15.6% | -1.3% | -14.3% | -12.4% |
| YTD | +28.8% | +8.4% | +20.4% | +20.6% |
| 1Y | +32.6% | +11.0% | +21.5% | +20.9% |
| 3Y | +213.6% | +70.6% | +143.1% | +83.1% |
| 5Y | +222.4% | +55.3% | +167.1% | +117.0% |
| 10Y | +1,429.6% | +223.2% | +1,206.5% | +422.0% |
| All | +3,730.1% | +330.0% | +3,400.2% | +865.9% |
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