+43.4%
SMH vs BUD
+38.4%
+5.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.1% | -5.9% | -2.3% |
| 7D | -11.2% | +3.3% | -14.5% | -10.7% |
| 30D | -20.4% | +11.8% | -32.3% | -19.9% |
| 3M | -12.4% | -1.1% | -11.3% | -11.5% |
| 6M | -0.5% | +14.9% | -15.4% | -2.1% |
| YTD | +40.0% | +32.6% | +7.4% | +39.4% |
| 1Y | +43.4% | +37.2% | +6.2% | +42.2% |
| All | +43.4% | +38.4% | +5.0% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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