+35.2%
SMH vs HST
+55.2%
-20.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.3% | -2.0% |
| 7D | -6.7% | +0.6% | -7.3% | -6.7% |
| 30D | -19.8% | +14.5% | -34.3% | -23.4% |
| 3M | -15.1% | +15.4% | -30.5% | -19.2% |
| 6M | -14.6% | +22.0% | -36.6% | -22.4% |
| YTD | +34.3% | +54.9% | -20.6% | +11.4% |
| 1Y | +35.2% | +54.0% | -18.8% | +12.0% |
| All | +35.2% | +55.2% | -20.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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