+96.2%
SMH vs DELL
+328.0%
-231.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.3% |
| 7D | +2.5% | +14.9% | -12.4% | -0.8% |
| 30D | -0.5% | +13.3% | -13.8% | -3.6% |
| 3M | -9.6% | +24.4% | -34.0% | -14.7% |
| 6M | +42.1% | +258.0% | -215.9% | +6.0% |
| YTD | +57.4% | +320.2% | -262.7% | +13.1% |
| 1Y | +96.2% | +319.1% | -222.8% | +45.7% |
| All | +96.2% | +328.0% | -231.8% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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