+4,580.9%
SMH vs ACWI
+356.8%
+4,224.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.5% | +0.5% | +2.0% | +1.9% |
| 30D | -0.5% | +0.9% | -1.3% | -1.4% |
| 3M | -9.6% | +2.4% | -12.0% | -11.1% |
| 6M | +42.1% | +12.4% | +29.7% | +26.0% |
| YTD | +57.4% | +15.2% | +42.3% | +36.1% |
| 1Y | +96.2% | +22.7% | +73.5% | +58.4% |
| 3Y | +267.9% | +75.8% | +192.1% | +105.5% |
| 5Y | +327.7% | +67.7% | +259.9% | +161.6% |
| 10Y | +1,764.6% | +229.0% | +1,535.6% | +512.0% |
| All | +4,580.9% | +356.8% | +4,224.0% | +990.1% |
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