+86.8%
SMH vs IBB
+42.3%
+44.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.1% | -1.7% |
| 7D | +1.4% | -5.2% | +6.6% | +4.2% |
| 30D | -2.2% | +1.5% | -3.7% | -3.5% |
| 3M | -1.9% | +22.1% | -24.0% | -15.0% |
| 6M | +41.0% | +17.7% | +23.3% | +24.9% |
| YTD | +55.6% | +20.2% | +35.4% | +35.5% |
| 1Y | +86.8% | +44.4% | +42.4% | +41.8% |
| All | +86.8% | +42.3% | +44.5% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling