+91.5%
SMH vs AXP
+0.7%
+90.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | +4.3% | -2.5% | +6.8% | +5.0% |
| 30D | +0.9% | -5.0% | +5.9% | +2.1% |
| 3M | -2.8% | +1.4% | -4.2% | -3.6% |
| 6M | +45.6% | +6.0% | +39.6% | +42.3% |
| YTD | +59.5% | -12.3% | +71.8% | +62.9% |
| All | +91.5% | +0.7% | +90.8% | +91.1% |
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