+1,007.3%
SMH vs C
-53.2%
+1,060.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | -11.2% | -2.4% | -8.8% | -10.4% |
| 30D | -25.8% | -6.0% | -19.8% | -24.2% |
| 3M | -18.8% | -10.5% | -8.3% | -15.7% |
| 6M | -15.6% | -5.7% | -9.9% | -13.9% |
| YTD | +28.8% | +4.1% | +24.7% | +26.9% |
| 1Y | +32.6% | +20.5% | +12.1% | +24.4% |
| 3Y | +213.6% | +208.1% | +5.5% | +116.0% |
| 5Y | +222.4% | +110.4% | +112.0% | +150.1% |
| 10Y | +1,429.6% | +234.6% | +1,195.0% | +887.8% |
| All | +1,007.3% | -53.2% | +1,060.4% | +1,022.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling