+1,269.2%
SMH vs BEN
+573.1%
+696.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | +5.2% | +4.7% | +0.5% | +2.7% |
| 30D | -1.5% | +2.6% | -4.1% | -2.9% |
| 3M | -4.1% | +11.5% | -15.6% | -9.7% |
| 6M | +50.8% | +35.3% | +15.4% | +27.3% |
| YTD | +59.3% | +48.6% | +10.7% | +27.5% |
| 1Y | +94.1% | +46.7% | +47.4% | +55.8% |
| 3Y | +286.7% | +57.0% | +229.7% | +187.7% |
| 5Y | +339.4% | +41.8% | +297.6% | +241.7% |
| 10Y | +1,803.3% | +55.2% | +1,748.1% | +1,162.5% |
| All | +1,269.2% | +573.1% | +696.1% | +129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling