+35.2%
SMH vs C
+23.2%
+12.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -6.7% | -0.4% | -6.4% | -6.2% |
| 30D | -19.8% | -5.2% | -14.7% | -17.3% |
| 3M | -15.1% | -9.1% | -6.0% | -10.5% |
| 6M | -14.6% | -1.6% | -13.1% | -13.9% |
| YTD | +34.3% | +6.9% | +27.3% | +26.2% |
| 1Y | +35.2% | +23.0% | +12.2% | +10.2% |
| All | +35.2% | +23.2% | +12.0% | +10.2% |
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