+1,837.0%
SMH vs IBB
+128.4%
+1,708.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.8% |
| 7D | +4.3% | -3.9% | +8.2% | +7.6% |
| 30D | +0.9% | +2.7% | -1.9% | -1.9% |
| 3M | -2.8% | +21.4% | -24.2% | -17.9% |
| 6M | +45.6% | +20.1% | +25.6% | +23.8% |
| YTD | +59.5% | +21.9% | +37.6% | +33.7% |
| 1Y | +93.4% | +44.1% | +49.3% | +40.8% |
| 3Y | +287.1% | +63.4% | +223.7% | +151.1% |
| 5Y | +338.0% | +19.8% | +318.3% | +264.0% |
| All | +1,837.0% | +128.4% | +1,708.7% | +987.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling