+43.4%
SMH vs CIFR
-69.0%
+112.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -20.0% | +17.2% | +1.5% |
| 7D | -11.2% | -26.7% | +15.6% | -5.9% |
| 30D | -20.4% | -58.0% | +37.6% | -5.8% |
| 3M | -12.4% | -68.1% | +55.7% | +8.5% |
| 6M | -0.5% | -63.7% | +63.2% | +17.4% |
| YTD | +40.0% | -56.0% | +96.0% | +55.5% |
| 1Y | +43.4% | -71.1% | +114.5% | +67.0% |
| All | +43.4% | -69.0% | +112.4% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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