+282.9%
SMH vs BND
+12.5%
+270.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +0.3% | -1.0% | +1.3% | +0.9% |
| 30D | -2.8% | -1.1% | -1.7% | -2.1% |
| 3M | -6.7% | -1.9% | -4.8% | -5.6% |
| 6M | +41.8% | -1.6% | +43.4% | +43.3% |
| YTD | +57.9% | -1.2% | +59.1% | +59.4% |
| 1Y | +87.6% | -0.7% | +88.4% | +89.3% |
| 3Y | +282.9% | +12.5% | +270.4% | +248.4% |
| All | +282.9% | +12.5% | +270.4% | +248.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling