+165.4%
SMH vs AMIX
-100.0%
+265.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.4% | +7.4% | -0.9% |
| 7D | +12.1% | -10.9% | +22.9% | +12.1% |
| 30D | -14.7% | -55.0% | +40.3% | -14.1% |
| 3M | -14.2% | -82.0% | +67.8% | -12.9% |
| 6M | -10.6% | -80.4% | +69.8% | -11.7% |
| YTD | +39.3% | -88.3% | +127.6% | +37.8% |
| 1Y | +41.6% | -92.4% | +133.9% | +40.2% |
| All | +165.4% | -100.0% | +265.4% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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