+282.9%
SMH vs BBY
+42.8%
+240.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +0.7% |
| 7D | +0.3% | +0.6% | -0.3% | +0.1% |
| 30D | -2.8% | +9.4% | -12.2% | -5.2% |
| 3M | -6.7% | +19.3% | -26.1% | -11.5% |
| 6M | +41.8% | +47.9% | -6.1% | +25.4% |
| YTD | +57.9% | +39.6% | +18.3% | +41.5% |
| 1Y | +87.6% | +22.2% | +65.5% | +75.5% |
| 3Y | +282.9% | +45.0% | +238.0% | +228.5% |
| All | +282.9% | +42.8% | +240.2% | +228.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling