+1,428.4%
SMH vs FND
+56.5%
+1,372.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +0.3% | -5.8% | +6.0% | +2.2% |
| 30D | -2.8% | -20.2% | +17.4% | +4.4% |
| 3M | -6.7% | -12.0% | +5.2% | -3.9% |
| 6M | +41.8% | -18.5% | +60.3% | +48.5% |
| YTD | +57.9% | -22.3% | +80.1% | +66.7% |
| 1Y | +87.6% | -47.6% | +135.3% | +125.3% |
| 3Y | +282.9% | -49.8% | +332.7% | +343.3% |
| 5Y | +330.4% | -63.0% | +393.4% | +425.7% |
| All | +1,428.4% | +56.5% | +1,372.0% | +1,090.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling