+43.4%
SMH vs FISV
-4.0%
+47.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.2% | -9.0% | -1.5% |
| 7D | -11.2% | +29.6% | -40.8% | -6.3% |
| 30D | -20.4% | +34.5% | -54.9% | -15.4% |
| 3M | -12.4% | +11.2% | -23.6% | -9.8% |
| 6M | -0.5% | -1.2% | +0.7% | +6.2% |
| YTD | +40.0% | -7.6% | +47.6% | +49.0% |
| 1Y | +43.4% | -3.7% | +47.1% | +50.0% |
| All | +43.4% | -4.0% | +47.4% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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