+87.6%
SMH vs BMY
+40.8%
+46.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +0.3% | -4.8% | +5.0% | -0.3% |
| 30D | -2.8% | -0.1% | -2.7% | -2.8% |
| 3M | -6.7% | +13.1% | -19.8% | -4.9% |
| 6M | +41.8% | +8.4% | +33.4% | +44.8% |
| YTD | +57.9% | +22.0% | +35.9% | +61.5% |
| 1Y | +87.6% | +40.3% | +47.3% | +95.4% |
| All | +87.6% | +40.8% | +46.9% | +95.4% |
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