+339.4%
SMH vs IBB
+20.0%
+319.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +2.9% |
| 7D | +5.2% | -1.7% | +6.9% | +6.6% |
| 30D | -1.5% | +4.9% | -6.4% | -6.0% |
| 3M | -4.1% | +24.2% | -28.3% | -20.9% |
| 6M | +50.8% | +23.8% | +26.9% | +24.2% |
| YTD | +59.3% | +23.0% | +36.4% | +31.8% |
| 1Y | +94.1% | +46.2% | +47.9% | +37.7% |
| 3Y | +286.7% | +64.8% | +221.9% | +142.6% |
| 5Y | +339.4% | +20.9% | +318.5% | +235.1% |
| All | +339.4% | +20.0% | +319.4% | +235.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling