+87.6%
SMH vs AEIS
+81.9%
+5.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.5% | -0.9% |
| 7D | +0.3% | +2.3% | -2.0% | -0.9% |
| 30D | -2.8% | -14.8% | +12.0% | +4.4% |
| 3M | -6.7% | -15.6% | +8.9% | -0.3% |
| 6M | +41.8% | -8.7% | +50.5% | +43.2% |
| YTD | +57.9% | +37.3% | +20.5% | +32.1% |
| 1Y | +87.6% | +80.3% | +7.3% | +39.6% |
| All | +87.6% | +81.9% | +5.7% | +39.6% |
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