+86.8%
SMH vs BIL
+3.7%
+83.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.1% |
| 7D | +1.4% | +0.1% | +1.3% | +2.9% |
| 30D | -2.2% | +0.3% | -2.5% | +5.8% |
| 3M | -1.9% | +0.9% | -2.8% | +24.8% |
| 6M | +41.0% | +1.8% | +39.2% | +96.6% |
| YTD | +55.6% | +2.5% | +53.1% | +117.2% |
| 1Y | +86.8% | +3.7% | +83.1% | +204.7% |
| All | +86.8% | +3.7% | +83.1% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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