+87.6%
SMH vs BND
-0.6%
+88.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.7% |
| 7D | +0.3% | -1.0% | +1.3% | +2.9% |
| 30D | -2.8% | -1.1% | -1.7% | +0.1% |
| 3M | -6.7% | -1.9% | -4.8% | -2.1% |
| 6M | +41.8% | -1.6% | +43.4% | +47.2% |
| YTD | +57.9% | -1.2% | +59.1% | +64.1% |
| 1Y | +87.6% | -0.7% | +88.4% | +102.6% |
| All | +87.6% | -0.6% | +88.3% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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