+1,487.3%
SMH vs AMC
-98.7%
+1,586.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -0.8% |
| 7D | -6.7% | +5.5% | -12.2% | -6.9% |
| 30D | -19.8% | +16.1% | -35.9% | -20.2% |
| 3M | -15.1% | +43.0% | -58.0% | -16.0% |
| 6M | -14.6% | +130.7% | -145.3% | -17.0% |
| YTD | +34.3% | +121.8% | -87.5% | +30.4% |
| 1Y | +35.2% | +40.7% | -5.4% | +32.8% |
| 3Y | +211.7% | -56.8% | +268.5% | +210.5% |
| 5Y | +240.5% | -99.1% | +339.6% | +255.7% |
| 10Y | +1,487.3% | -98.7% | +1,586.0% | +1,551.3% |
| All | +1,487.3% | -98.7% | +1,586.0% | +1,551.3% |
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