+412.1%
SMH vs BAM
+78.0%
+334.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.3% |
| 7D | +2.5% | -2.0% | +4.5% | +3.6% |
| 30D | -0.5% | -2.9% | +2.4% | +0.7% |
| 3M | -9.6% | +9.4% | -19.0% | -14.4% |
| 6M | +42.1% | +10.8% | +31.3% | +33.2% |
| YTD | +57.4% | -0.4% | +57.9% | +55.4% |
| 1Y | +96.2% | -10.9% | +107.1% | +105.4% |
| 3Y | +267.9% | +61.3% | +206.7% | +185.9% |
| All | +412.1% | +78.0% | +334.2% | +278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 all: compounded portfolio wealth divided by compounded BAM 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…
all analysis · Full analysis span regression · 6 months rolling