+96.2%
SMH vs HON
+1.2%
+95.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.7% | +2.3% |
| 7D | +2.5% | -3.6% | +6.1% | +3.8% |
| 30D | -0.5% | -15.3% | +14.8% | +5.3% |
| 3M | -9.6% | -7.9% | -1.8% | -7.7% |
| 6M | +42.1% | -18.1% | +60.1% | +49.1% |
| YTD | +57.4% | +3.8% | +53.6% | +58.1% |
| 1Y | +96.2% | +0.5% | +95.7% | +96.1% |
| All | +96.2% | +1.2% | +95.1% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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