+1,789.8%
SMH vs BUD
-22.8%
+1,812.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | +1.4% | -3.2% | +4.6% | +2.6% |
| 30D | -2.2% | -3.7% | +1.5% | -1.0% |
| 3M | -1.9% | -4.4% | +2.6% | -0.8% |
| 6M | +41.0% | +7.7% | +33.3% | +35.8% |
| YTD | +55.6% | +23.1% | +32.5% | +42.0% |
| 1Y | +86.8% | +33.6% | +53.2% | +64.6% |
| 3Y | +277.7% | +44.7% | +232.9% | +212.7% |
| 5Y | +324.2% | +44.9% | +279.2% | +246.1% |
| All | +1,789.8% | -22.8% | +1,812.6% | +1,612.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling