+3,551.7%
SMH vs EMB
+126.5%
+3,425.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.3% |
| 7D | +12.1% | -0.7% | +12.7% | +12.8% |
| 30D | -14.7% | +0.5% | -15.2% | -15.1% |
| 3M | -14.2% | -2.5% | -11.7% | -12.2% |
| 6M | -10.6% | -2.0% | -8.6% | -8.6% |
| YTD | +39.3% | -0.9% | +40.2% | +41.3% |
| 1Y | +41.6% | -0.3% | +41.9% | +43.0% |
| 3Y | +223.4% | +29.2% | +194.2% | +165.2% |
| 5Y | +243.5% | +7.4% | +236.0% | +224.3% |
| 10Y | +1,506.6% | +35.8% | +1,470.9% | +1,274.7% |
| All | +3,551.7% | +126.5% | +3,425.2% | +2,893.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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