+87.6%
SMH vs AMCR
+9.4%
+78.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | +0.3% | -6.3% | +6.5% | +1.3% |
| 30D | -2.8% | -7.8% | +5.0% | -1.5% |
| 3M | -6.7% | +7.5% | -14.2% | -9.0% |
| 6M | +41.8% | +2.7% | +39.1% | +36.2% |
| YTD | +57.9% | +6.0% | +51.8% | +53.5% |
| 1Y | +87.6% | +7.8% | +79.9% | +88.5% |
| All | +87.6% | +9.4% | +78.3% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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