+96.2%
SMH vs GWW
+31.2%
+65.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.4% |
| 7D | +2.5% | +1.4% | +1.1% | +2.2% |
| 30D | -0.5% | +3.3% | -3.7% | -1.3% |
| 3M | -9.6% | +2.9% | -12.6% | -10.7% |
| 6M | +42.1% | +15.8% | +26.3% | +34.6% |
| YTD | +57.4% | +32.0% | +25.4% | +45.9% |
| 1Y | +96.2% | +29.9% | +66.3% | +84.4% |
| All | +96.2% | +31.2% | +65.1% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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