+286.7%
SMH vs DIS
+34.5%
+252.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | +5.2% | -1.1% | +6.3% | +5.6% |
| 30D | -1.5% | +0.1% | -1.7% | -1.8% |
| 3M | -4.1% | +7.1% | -11.2% | -7.2% |
| 6M | +50.8% | +4.3% | +46.5% | +47.1% |
| YTD | +59.3% | -6.9% | +66.3% | +62.2% |
| 1Y | +94.1% | -10.3% | +104.4% | +100.5% |
| 3Y | +286.7% | +32.8% | +253.9% | +230.0% |
| All | +286.7% | +34.5% | +252.2% | +230.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling