+1,817.6%
SMH vs BBY
+252.7%
+1,564.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +0.4% |
| 7D | +0.3% | +0.6% | -0.3% | 0.0% |
| 30D | -2.8% | +9.4% | -12.2% | -6.3% |
| 3M | -6.7% | +19.3% | -26.1% | -13.4% |
| 6M | +41.8% | +47.9% | -6.1% | +20.0% |
| YTD | +57.9% | +39.6% | +18.3% | +35.6% |
| 1Y | +87.6% | +22.2% | +65.5% | +69.2% |
| 3Y | +282.9% | +45.0% | +238.0% | +207.6% |
| 5Y | +330.4% | +2.6% | +327.8% | +284.0% |
| All | +1,817.6% | +252.7% | +1,564.9% | +1,181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling