+157.5%
SMH vs AMIX
-100.0%
+257.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.0% |
| 7D | +4.9% | -9.9% | +14.8% | +5.0% |
| 30D | -13.8% | -52.8% | +38.9% | -13.2% |
| 3M | -17.4% | -80.0% | +62.7% | -16.2% |
| 6M | -15.0% | -80.2% | +65.3% | -16.0% |
| YTD | +35.2% | -88.1% | +123.3% | +33.6% |
| 1Y | +41.6% | -91.1% | +132.7% | +40.1% |
| All | +157.5% | -100.0% | +257.4% | +144.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling