+87.6%
SMH vs BEN
+45.3%
+42.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.3% | -3.1% | +3.4% | +1.6% |
| 30D | -2.8% | +0.2% | -3.0% | -2.9% |
| 3M | -6.7% | +6.8% | -13.6% | -9.5% |
| 6M | +41.8% | +38.1% | +3.7% | +23.6% |
| YTD | +57.9% | +44.3% | +13.5% | +34.4% |
| 1Y | +87.6% | +42.6% | +45.1% | +56.2% |
| All | +87.6% | +45.3% | +42.3% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling