+226.8%
SMH vs C
+215.4%
+11.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +3.6% |
| 7D | -4.1% | -0.9% | -3.2% | -3.3% |
| 30D | -19.2% | -5.4% | -13.8% | -16.5% |
| 3M | -16.4% | -9.2% | -7.2% | -11.6% |
| 6M | -14.0% | -1.8% | -12.1% | -13.1% |
| YTD | +35.3% | +6.7% | +28.7% | +28.8% |
| 1Y | +40.4% | +23.5% | +16.9% | +22.4% |
| 3Y | +226.8% | +219.8% | +7.1% | +83.8% |
| All | +226.8% | +215.4% | +11.5% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling