+87.6%
SMH vs FND
-45.3%
+133.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | +0.3% | -5.8% | +6.0% | +1.4% |
| 30D | -2.8% | -20.2% | +17.4% | +1.5% |
| 3M | -6.7% | -12.0% | +5.2% | -5.1% |
| 6M | +41.8% | -18.5% | +60.3% | +45.0% |
| YTD | +57.9% | -22.3% | +80.1% | +61.7% |
| 1Y | +87.6% | -47.6% | +135.3% | +115.4% |
| All | +87.6% | -45.3% | +133.0% | +115.4% |
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