+282.9%
SMH vs BSX
-20.5%
+303.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +0.3% | -10.1% | +10.4% | +2.3% |
| 30D | -2.8% | -16.4% | +13.6% | +0.6% |
| 3M | -6.7% | -8.9% | +2.2% | -5.2% |
| 6M | +41.8% | -38.3% | +80.0% | +62.0% |
| YTD | +57.9% | -54.9% | +112.8% | +103.5% |
| 1Y | +87.6% | -58.8% | +146.4% | +153.1% |
| 3Y | +282.9% | -21.2% | +304.2% | +320.2% |
| All | +282.9% | -20.5% | +303.4% | +320.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling