+43.4%
SMH vs DBX
+22.5%
+20.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -6.0% | -2.1% |
| 7D | -11.2% | -1.1% | -10.0% | -11.3% |
| 30D | -20.4% | +5.0% | -25.5% | -19.5% |
| 3M | -12.4% | +4.6% | -17.0% | -11.3% |
| 6M | -0.5% | +43.9% | -44.4% | +6.0% |
| YTD | +40.0% | +29.9% | +10.2% | +46.6% |
| 1Y | +43.4% | +24.6% | +18.8% | +49.8% |
| All | +43.4% | +22.5% | +20.9% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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