+87.6%
SMH vs HAL
+62.9%
+24.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | +0.3% | -3.3% | +3.6% | +0.6% |
| 30D | -2.8% | +8.2% | -10.9% | -3.6% |
| 3M | -6.7% | -9.4% | +2.7% | -5.7% |
| 6M | +41.8% | +0.6% | +41.1% | +40.9% |
| YTD | +57.9% | +28.6% | +29.3% | +51.7% |
| 1Y | +87.6% | +63.9% | +23.7% | +78.0% |
| All | +87.6% | +62.9% | +24.8% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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