+130.8%
SMH vs GLXY
+12.0%
+118.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +2.5% | +13.4% | -10.9% | -0.3% |
| 30D | -0.5% | +38.1% | -38.6% | -7.3% |
| 3M | -9.6% | -7.3% | -2.3% | -9.8% |
| 6M | +42.1% | +8.2% | +33.9% | +36.8% |
| YTD | +57.4% | +17.8% | +39.7% | +47.5% |
| 1Y | +96.2% | +14.9% | +81.3% | +87.3% |
| All | +130.8% | +12.0% | +118.8% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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