+87.6%
SMH vs BSX
-59.2%
+146.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +0.3% | -10.1% | +10.4% | -0.3% |
| 30D | -2.8% | -16.4% | +13.6% | -3.7% |
| 3M | -6.7% | -8.9% | +2.2% | -6.3% |
| 6M | +41.8% | -38.3% | +80.0% | +45.9% |
| YTD | +57.9% | -54.9% | +112.8% | +65.2% |
| 1Y | +87.6% | -58.8% | +146.4% | +94.6% |
| All | +87.6% | -59.2% | +146.9% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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