+96.2%
SMH vs BMY
+47.1%
+49.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.4% |
| 7D | +2.5% | +0.4% | +2.2% | +2.6% |
| 30D | -0.5% | +5.0% | -5.5% | +0.1% |
| 3M | -9.6% | +19.4% | -29.0% | -7.4% |
| 6M | +42.1% | +9.5% | +32.5% | +46.2% |
| YTD | +57.4% | +28.1% | +29.4% | +62.0% |
| 1Y | +96.2% | +50.0% | +46.2% | +105.0% |
| All | +96.2% | +47.1% | +49.1% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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