+96.2%
SMH vs DOW
+30.0%
+66.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.6% |
| 7D | +2.5% | -2.4% | +4.9% | +2.5% |
| 30D | -0.5% | +0.4% | -0.8% | -0.4% |
| 3M | -9.6% | -14.4% | +4.8% | -8.9% |
| 6M | +42.1% | -7.0% | +49.0% | +39.1% |
| YTD | +57.4% | +30.2% | +27.2% | +43.7% |
| 1Y | +96.2% | +29.2% | +67.0% | +77.0% |
| All | +96.2% | +30.0% | +66.2% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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