+96.2%
SMH vs EAT
+37.5%
+58.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.6% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -0.5% | +1.9% | -2.4% | -0.8% |
| 3M | -9.6% | +68.7% | -78.3% | -15.6% |
| 6M | +42.1% | +66.9% | -24.8% | +32.6% |
| YTD | +57.4% | +60.4% | -3.0% | +48.1% |
| 1Y | +96.2% | +44.0% | +52.2% | +83.2% |
| All | +96.2% | +37.5% | +58.8% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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