+45.6%
SMH vs FISV
-21.9%
+67.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | -1.3% |
| 7D | +4.3% | -6.4% | +10.7% | +2.2% |
| 30D | +0.9% | -6.8% | +7.7% | -1.2% |
| 3M | -2.8% | -10.0% | +7.1% | -3.1% |
| 6M | +45.6% | -20.6% | +66.2% | +45.4% |
| All | +45.6% | -21.9% | +67.5% | +45.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling