+286.8%
SMH vs BB
+66.7%
+220.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +4.3% | +1.8% | +2.5% | +3.9% |
| 30D | +0.9% | -12.2% | +13.1% | +3.7% |
| 3M | -2.8% | -12.3% | +9.5% | -0.8% |
| 6M | +45.6% | +122.7% | -77.1% | +20.3% |
| YTD | +59.5% | +104.5% | -45.0% | +34.1% |
| 1Y | +93.4% | +106.7% | -13.2% | +61.4% |
| All | +286.8% | +66.7% | +220.1% | +195.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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