+43.4%
SMH vs DELL
+142.0%
-98.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.8% | +6.1% | -0.7% |
| 7D | -11.2% | -24.6% | +13.4% | -5.2% |
| 30D | -20.4% | -32.5% | +12.0% | -13.2% |
| 3M | -12.4% | -20.2% | +7.8% | -8.4% |
| 6M | -0.5% | +76.5% | -77.0% | -12.2% |
| YTD | +40.0% | +198.9% | -158.9% | +12.5% |
| 1Y | +43.4% | +143.3% | -99.9% | +23.3% |
| All | +43.4% | +142.0% | -98.6% | +23.3% |
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