+41.6%
SMH vs EW
+24.1%
+17.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +12.1% | +4.9% | +7.1% | +11.4% |
| 30D | -14.7% | +24.1% | -38.8% | -17.2% |
| 3M | -14.2% | +13.7% | -27.9% | -15.4% |
| 6M | -10.6% | +32.7% | -43.3% | -16.5% |
| YTD | +39.3% | +24.1% | +15.2% | +34.0% |
| 1Y | +41.6% | +23.6% | +17.9% | +36.3% |
| All | +41.6% | +24.1% | +17.4% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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