+96.2%
SMH vs AEM
+40.5%
+55.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.0% |
| 7D | +2.5% | -0.5% | +3.0% | +2.6% |
| 30D | -0.5% | +24.0% | -24.5% | -7.6% |
| 3M | -9.6% | +16.1% | -25.7% | -14.8% |
| 6M | +42.1% | -11.6% | +53.7% | +42.5% |
| YTD | +57.4% | +21.5% | +35.9% | +45.4% |
| 1Y | +96.2% | +39.2% | +57.0% | +79.8% |
| All | +96.2% | +40.5% | +55.7% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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