+286.7%
SMH vs DAR
+14.9%
+271.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.8% | +0.6% |
| 7D | +5.2% | -0.9% | +6.1% | +5.4% |
| 30D | -1.5% | +13.0% | -14.5% | -3.9% |
| 3M | -4.1% | +15.0% | -19.1% | -6.9% |
| 6M | +50.8% | +26.8% | +23.9% | +43.1% |
| YTD | +59.3% | +86.4% | -27.1% | +40.2% |
| 1Y | +94.1% | +115.1% | -21.0% | +65.2% |
| 3Y | +286.7% | +14.6% | +272.1% | +251.9% |
| All | +286.7% | +14.9% | +271.9% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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