+1,817.6%
SMH vs FISV
+3.1%
+1,814.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | -0.4% |
| 7D | +0.3% | -2.7% | +2.9% | +1.1% |
| 30D | -2.8% | 0.0% | -2.8% | -3.2% |
| 3M | -6.7% | -2.8% | -3.9% | -7.6% |
| 6M | +41.8% | -11.8% | +53.6% | +44.2% |
| YTD | +57.9% | -23.2% | +81.1% | +68.4% |
| 1Y | +87.6% | -62.0% | +149.6% | +149.0% |
| 3Y | +282.9% | -57.6% | +340.5% | +335.0% |
| 5Y | +330.4% | -53.4% | +383.8% | +349.9% |
| All | +1,817.6% | +3.1% | +1,814.5% | +1,107.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling