+215.6%
SMH vs CIFR
+129.4%
+86.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -2.4% |
| 7D | +4.9% | +4.8% | +0.1% | +4.2% |
| 30D | -13.8% | -31.0% | +17.2% | -9.8% |
| 3M | -17.4% | -58.7% | +41.3% | -8.0% |
| 6M | -15.0% | -67.7% | +52.7% | -3.6% |
| YTD | +35.2% | -53.5% | +88.7% | +44.2% |
| 1Y | +41.6% | -54.1% | +95.7% | +50.4% |
| 3Y | +215.6% | +138.2% | +77.4% | +171.2% |
| All | +215.6% | +129.4% | +86.2% | +171.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling