+43.4%
SMH vs DLTR
+45.2%
-1.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.6% | -12.4% | -2.3% |
| 7D | -11.2% | +15.6% | -26.8% | -10.7% |
| 30D | -20.4% | +29.9% | -50.3% | -20.1% |
| 3M | -12.4% | +12.5% | -24.9% | -11.8% |
| 6M | -0.5% | +56.3% | -56.8% | -3.7% |
| YTD | +40.0% | +19.5% | +20.5% | +40.7% |
| 1Y | +43.4% | +44.0% | -0.6% | +36.3% |
| All | +43.4% | +45.2% | -1.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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