+43.4%
SMH vs C
+27.1%
+16.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.7% |
| 7D | -11.2% | +1.1% | -12.2% | -11.7% |
| 30D | -20.4% | -2.4% | -18.0% | -19.5% |
| 3M | -12.4% | -8.4% | -4.0% | -8.4% |
| 6M | -0.5% | +0.3% | -0.8% | -1.3% |
| YTD | +40.0% | +9.1% | +30.9% | +29.5% |
| 1Y | +43.4% | +26.0% | +17.3% | +13.2% |
| All | +43.4% | +27.1% | +16.3% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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