+324.2%
SMH vs BB
-29.9%
+354.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.7% |
| 7D | +1.4% | -2.1% | +3.5% | +2.0% |
| 30D | -2.2% | -16.0% | +13.8% | +2.5% |
| 3M | -1.9% | -14.5% | +12.7% | +1.1% |
| 6M | +41.0% | +118.6% | -77.5% | +10.1% |
| YTD | +55.6% | +98.9% | -43.4% | +24.6% |
| 1Y | +86.8% | +99.5% | -12.6% | +48.2% |
| 3Y | +277.7% | +65.4% | +212.3% | +195.2% |
| 5Y | +324.2% | -27.6% | +351.8% | +299.7% |
| All | +324.2% | -29.9% | +354.0% | +299.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling