+334.8%
SMH vs BEN
+38.1%
+296.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.9% |
| 7D | +4.3% | +3.4% | +1.0% | +2.4% |
| 30D | +0.9% | +1.8% | -0.9% | -0.2% |
| 3M | -2.8% | +8.4% | -11.2% | -7.3% |
| 6M | +45.6% | +35.6% | +10.0% | +22.3% |
| YTD | +59.5% | +46.4% | +13.1% | +27.7% |
| 1Y | +93.4% | +46.3% | +47.1% | +54.3% |
| 3Y | +287.1% | +54.6% | +232.5% | +184.3% |
| All | +334.8% | +38.1% | +296.7% | +226.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling