+3,866.2%
SMH vs BLDR
+389.5%
+3,476.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +2.1% |
| 7D | +5.2% | -0.3% | +5.6% | +5.3% |
| 30D | -1.5% | -16.2% | +14.7% | +1.4% |
| 3M | -4.1% | -14.4% | +10.3% | -2.0% |
| 6M | +50.8% | -32.8% | +83.6% | +60.5% |
| YTD | +59.3% | -39.2% | +98.5% | +71.9% |
| 1Y | +94.1% | -57.7% | +151.8% | +122.5% |
| 3Y | +286.7% | -55.3% | +342.0% | +329.5% |
| 5Y | +339.4% | +15.6% | +323.8% | +311.2% |
| 10Y | +1,803.3% | +359.8% | +1,443.5% | +1,264.9% |
| All | +3,866.2% | +389.5% | +3,476.7% | +2,076.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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