+286.7%
SMH vs ALL
+150.3%
+136.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.5% | +0.7% |
| 7D | +5.2% | -1.7% | +6.9% | +4.9% |
| 30D | -1.5% | -4.7% | +3.1% | -2.4% |
| 3M | -4.1% | +18.4% | -22.5% | -1.4% |
| 6M | +50.8% | +20.5% | +30.3% | +55.3% |
| YTD | +59.3% | +23.5% | +35.8% | +64.3% |
| 1Y | +94.1% | +29.0% | +65.1% | +100.1% |
| 3Y | +286.7% | +153.7% | +133.0% | +297.2% |
| All | +286.7% | +150.3% | +136.4% | +297.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling