+44.9%
SMH vs EXPD
+40.0%
+4.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.9% | +2.0% | +4.0% |
| 7D | +0.5% | -1.6% | +2.1% | +1.0% |
| 30D | -14.2% | +0.6% | -14.8% | -14.1% |
| 3M | -11.5% | +9.8% | -21.3% | -13.0% |
| 6M | -12.0% | +25.8% | -37.8% | -15.7% |
| YTD | +40.8% | +31.3% | +9.5% | +30.7% |
| 1Y | +44.9% | +40.9% | +3.9% | +32.8% |
| All | +44.9% | +40.0% | +4.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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