+327.2%
SMH vs FISV
-53.5%
+380.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | +0.5% |
| 7D | +0.3% | -2.7% | +2.9% | +0.7% |
| 30D | -2.8% | 0.0% | -2.8% | -3.0% |
| 3M | -6.7% | -2.8% | -3.9% | -7.1% |
| 6M | +41.8% | -11.8% | +53.6% | +43.5% |
| YTD | +57.9% | -23.2% | +81.1% | +64.8% |
| 1Y | +87.6% | -62.0% | +149.6% | +127.1% |
| 3Y | +282.9% | -57.6% | +340.5% | +286.2% |
| All | +327.2% | -53.5% | +380.7% | +278.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling