+87.6%
SMH vs AHR
+26.4%
+61.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.4% |
| 7D | +0.3% | -2.1% | +2.4% | +0.1% |
| 30D | -2.8% | +1.9% | -4.7% | -2.7% |
| 3M | -6.7% | +15.7% | -22.4% | -8.1% |
| 6M | +41.8% | +2.5% | +39.3% | +43.3% |
| YTD | +57.9% | +15.0% | +42.9% | +55.8% |
| 1Y | +87.6% | +28.1% | +59.5% | +79.9% |
| All | +87.6% | +26.4% | +61.3% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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