+1,475.7%
SMH vs AMC
-98.8%
+1,574.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -2.9% |
| 7D | +4.9% | +3.5% | +1.4% | +4.8% |
| 30D | -13.8% | +12.5% | -26.3% | -14.1% |
| 3M | -17.4% | +23.6% | -41.0% | -17.9% |
| 6M | -15.0% | +144.4% | -159.3% | -17.5% |
| YTD | +35.2% | +108.3% | -73.2% | +31.5% |
| 1Y | +41.6% | +38.9% | +2.7% | +39.2% |
| 3Y | +215.6% | -58.9% | +274.5% | +214.9% |
| 5Y | +233.2% | -99.2% | +332.4% | +248.9% |
| All | +1,475.7% | -98.8% | +1,574.5% | +1,519.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling