+1,448.7%
SMH vs IBB
+132.2%
+1,316.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | +0.1% |
| 7D | -6.7% | +0.8% | -7.5% | -7.1% |
| 30D | -19.8% | +5.2% | -25.0% | -22.9% |
| 3M | -15.1% | +8.6% | -23.6% | -21.2% |
| 6M | -14.6% | +27.8% | -42.5% | -31.4% |
| YTD | +34.3% | +28.8% | +5.5% | +6.9% |
| 1Y | +35.2% | +36.4% | -1.2% | +2.2% |
| 3Y | +211.7% | +89.3% | +122.3% | +75.6% |
| 5Y | +240.5% | +43.3% | +197.2% | +143.2% |
| All | +1,448.7% | +132.2% | +1,316.5% | +677.5% |
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