+1,442.4%
SMH vs FND
+58.4%
+1,384.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.6% | +5.8% | +2.7% |
| 7D | +5.2% | +0.4% | +4.9% | +5.0% |
| 30D | -1.5% | -23.6% | +22.0% | +7.2% |
| 3M | -4.1% | +4.3% | -8.4% | -6.9% |
| 6M | +50.8% | -20.3% | +71.0% | +59.0% |
| YTD | +59.3% | -21.3% | +80.6% | +67.5% |
| 1Y | +94.1% | -45.4% | +139.5% | +129.5% |
| 3Y | +286.7% | -48.9% | +335.6% | +345.0% |
| 5Y | +339.4% | -61.0% | +400.5% | +428.0% |
| All | +1,442.4% | +58.4% | +1,384.0% | +1,096.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling