+96.2%
SMH vs FND
-36.4%
+132.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.3% |
| 7D | +2.5% | -5.2% | +7.7% | +3.5% |
| 30D | -0.5% | -19.9% | +19.4% | +3.8% |
| 3M | -9.6% | +2.7% | -12.4% | -11.1% |
| 6M | +42.1% | -21.7% | +63.7% | +46.2% |
| YTD | +57.4% | -17.5% | +75.0% | +59.6% |
| 1Y | +96.2% | -39.3% | +135.5% | +109.9% |
| All | +96.2% | -36.4% | +132.6% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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