+86.8%
SMH vs CG
-30.6%
+117.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -1.7% |
| 7D | +1.4% | -9.8% | +11.2% | +4.5% |
| 30D | -2.2% | -10.3% | +8.1% | +0.8% |
| 3M | -1.9% | -1.7% | -0.2% | -2.0% |
| 6M | +41.0% | -9.8% | +50.8% | +44.2% |
| YTD | +55.6% | -25.6% | +81.2% | +68.8% |
| 1Y | +86.8% | -32.5% | +119.3% | +103.6% |
| All | +86.8% | -30.6% | +117.4% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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