+96.2%
SMH vs AEIS
+93.3%
+2.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.4% | +0.2% | +1.5% |
| 7D | +2.5% | +3.0% | -0.4% | +1.1% |
| 30D | -0.5% | -14.6% | +14.2% | +6.8% |
| 3M | -9.6% | -12.4% | +2.8% | -4.9% |
| 6M | +42.1% | -15.0% | +57.0% | +48.0% |
| YTD | +57.4% | +34.3% | +23.2% | +33.2% |
| 1Y | +96.2% | +87.4% | +8.9% | +45.0% |
| All | +96.2% | +93.3% | +2.9% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling