+24.9%
SMH vs BRKR
+47.8%
-22.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -9.0% | -2.2% | -9.3% |
| 7D | -20.3% | -6.4% | -13.9% | -19.0% |
| 30D | -29.2% | -4.0% | -25.2% | -28.4% |
| 3M | -21.4% | +10.7% | -32.2% | -22.8% |
| 6M | -14.3% | +53.0% | -67.3% | -24.6% |
| YTD | +24.3% | +23.6% | +0.7% | +12.8% |
| 1Y | +24.9% | +45.0% | -20.1% | +10.9% |
| All | +24.9% | +47.8% | -22.9% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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