+1,237.1%
SMH vs BBY
+395.7%
+841.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.5% |
| 7D | +1.4% | +0.7% | +0.7% | +1.2% |
| 30D | -2.2% | +5.8% | -8.0% | -4.4% |
| 3M | -1.9% | +18.0% | -19.9% | -7.8% |
| 6M | +41.0% | +39.8% | +1.2% | +23.7% |
| YTD | +55.6% | +35.4% | +20.2% | +37.1% |
| 1Y | +86.8% | +21.4% | +65.4% | +70.3% |
| 3Y | +277.7% | +39.5% | +238.1% | +217.5% |
| 5Y | +324.2% | -0.5% | +324.6% | +292.0% |
| 10Y | +1,828.6% | +240.0% | +1,588.6% | +1,027.4% |
| All | +1,237.1% | +395.7% | +841.4% | +299.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling