+96.2%
SMH vs CRCL
-13.3%
+109.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.8% | +2.7% |
| 7D | +2.5% | +17.1% | -14.6% | +0.3% |
| 30D | -0.5% | +61.3% | -61.7% | -6.4% |
| 3M | -9.6% | +12.7% | -22.4% | -11.9% |
| 6M | +42.1% | -3.1% | +45.1% | +38.6% |
| YTD | +57.4% | +28.7% | +28.8% | +47.0% |
| 1Y | +96.2% | -13.1% | +109.4% | +96.3% |
| All | +96.2% | -13.3% | +109.5% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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