+93.4%
SMH vs DIS
-10.8%
+104.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.1% |
| 7D | +4.3% | -3.5% | +7.8% | +4.6% |
| 30D | +0.9% | +1.0% | -0.1% | +0.6% |
| 3M | -2.8% | +5.7% | -8.5% | -3.5% |
| 6M | +45.6% | +3.3% | +42.4% | +44.5% |
| YTD | +59.5% | -7.7% | +67.2% | +60.2% |
| 1Y | +93.4% | -10.0% | +103.4% | +88.8% |
| All | +93.4% | -10.8% | +104.3% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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