+327.2%
SMH vs FND
-63.3%
+390.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +0.3% | -5.8% | +6.0% | +2.3% |
| 30D | -2.8% | -20.2% | +17.4% | +4.9% |
| 3M | -6.7% | -12.0% | +5.2% | -3.8% |
| 6M | +41.8% | -18.5% | +60.3% | +48.9% |
| YTD | +57.9% | -22.3% | +80.1% | +67.1% |
| 1Y | +87.6% | -47.6% | +135.3% | +129.3% |
| 3Y | +282.9% | -49.8% | +332.7% | +343.5% |
| All | +327.2% | -63.3% | +390.5% | +427.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling