+96.2%
SMH vs AXP
+1.4%
+94.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.9% |
| 7D | +2.5% | -2.1% | +4.6% | +3.0% |
| 30D | -0.5% | -6.5% | +6.1% | +1.2% |
| 3M | -9.6% | +4.6% | -14.3% | -11.1% |
| 6M | +42.1% | +5.4% | +36.6% | +39.1% |
| YTD | +57.4% | -11.1% | +68.6% | +60.2% |
| 1Y | +96.2% | -0.3% | +96.5% | +96.1% |
| All | +96.2% | +1.4% | +94.8% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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