+1,037.8%
SMH vs DOW
-15.4%
+1,053.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +1.0% |
| 7D | +5.2% | -2.9% | +8.2% | +6.3% |
| 30D | -1.5% | +2.0% | -3.5% | -2.6% |
| 3M | -4.1% | -12.5% | +8.5% | -0.3% |
| 6M | +50.8% | -9.2% | +60.0% | +50.8% |
| YTD | +59.3% | +30.8% | +28.5% | +34.7% |
| 1Y | +94.1% | +29.4% | +64.7% | +62.8% |
| 3Y | +286.7% | -34.6% | +321.3% | +327.0% |
| 5Y | +339.4% | -35.9% | +375.4% | +385.2% |
| All | +1,037.8% | -15.4% | +1,053.3% | +864.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling