+279.8%
SMH vs IBB
+68.6%
+211.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.2% |
| 7D | +2.5% | +1.4% | +1.1% | +1.5% |
| 30D | -0.5% | +10.5% | -11.0% | -7.9% |
| 3M | -9.6% | +23.6% | -33.3% | -23.4% |
| 6M | +42.1% | +22.6% | +19.4% | +20.8% |
| YTD | +57.4% | +25.7% | +31.8% | +31.1% |
| 1Y | +96.2% | +51.4% | +44.8% | +40.7% |
| All | +279.8% | +68.6% | +211.2% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling