+96.2%
SMH vs BITO
-30.5%
+126.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +3.4% |
| 7D | +2.5% | +2.9% | -0.4% | +1.5% |
| 30D | -0.5% | +22.6% | -23.1% | -7.4% |
| 3M | -9.6% | +24.7% | -34.3% | -16.2% |
| 6M | +42.1% | +7.5% | +34.6% | +37.5% |
| YTD | +57.4% | -10.8% | +68.2% | +59.4% |
| 1Y | +96.2% | -29.9% | +126.1% | +122.8% |
| All | +96.2% | -30.5% | +126.8% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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