+86.8%
SMH vs CIFR
+66.8%
+20.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.7% | +3.2% | -1.4% |
| 7D | +1.4% | -8.2% | +9.6% | +2.9% |
| 30D | -2.2% | -7.4% | +5.2% | -1.6% |
| 3M | -1.9% | -24.2% | +22.3% | +0.4% |
| 6M | +41.0% | +14.2% | +26.8% | +34.8% |
| YTD | +55.6% | +8.0% | +47.6% | +48.2% |
| 1Y | +86.8% | +55.5% | +31.3% | +77.1% |
| All | +86.8% | +66.8% | +20.0% | +77.1% |
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