+1,253.2%
SMH vs C
-46.1%
+1,299.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +2.5% | +3.6% | -1.1% | +1.3% |
| 30D | -0.5% | +0.1% | -0.5% | -0.6% |
| 3M | -9.6% | +2.4% | -12.1% | -10.3% |
| 6M | +42.1% | +24.9% | +17.1% | +32.0% |
| YTD | +57.4% | +19.8% | +37.6% | +47.9% |
| 1Y | +96.2% | +44.9% | +51.4% | +72.9% |
| 3Y | +267.9% | +263.0% | +4.9% | +139.7% |
| 5Y | +327.7% | +129.5% | +198.1% | +221.2% |
| 10Y | +1,764.6% | +291.6% | +1,473.0% | +1,042.6% |
| All | +1,253.2% | -46.1% | +1,299.3% | +1,208.8% |
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