+96.2%
SMH vs DHR
+5.2%
+91.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.6% |
| 7D | +2.5% | -3.9% | +6.4% | +2.4% |
| 30D | -0.5% | +4.0% | -4.5% | -0.3% |
| 3M | -9.6% | +11.5% | -21.1% | -10.2% |
| 6M | +42.1% | +1.9% | +40.2% | +43.9% |
| YTD | +57.4% | -8.9% | +66.4% | +62.3% |
| 1Y | +96.2% | +5.1% | +91.1% | +98.8% |
| All | +96.2% | +5.2% | +91.0% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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