+96.2%
SMH vs CIEN
+179.1%
-82.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.2% |
| 7D | +2.5% | -15.2% | +17.7% | +8.3% |
| 30D | -0.5% | -21.5% | +21.0% | +7.6% |
| 3M | -9.6% | -40.1% | +30.4% | +6.0% |
| 6M | +42.1% | -6.6% | +48.6% | +41.9% |
| YTD | +57.4% | +37.3% | +20.2% | +36.5% |
| 1Y | +96.2% | +174.5% | -78.3% | +31.0% |
| All | +96.2% | +179.1% | -82.9% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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