+2,471.1%
SMH vs IBB
+560.8%
+1,910.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.3% |
| 7D | +2.5% | +1.4% | +1.1% | +1.4% |
| 30D | -0.5% | +10.5% | -11.0% | -8.0% |
| 3M | -9.6% | +23.6% | -33.3% | -23.3% |
| 6M | +42.1% | +22.6% | +19.4% | +21.0% |
| YTD | +57.4% | +25.7% | +31.8% | +31.5% |
| 1Y | +96.2% | +51.4% | +44.8% | +42.6% |
| 3Y | +267.9% | +64.4% | +203.6% | +150.1% |
| 5Y | +327.7% | +22.1% | +305.5% | +262.1% |
| 10Y | +1,764.6% | +132.5% | +1,632.2% | +887.4% |
| All | +2,471.1% | +560.8% | +1,910.3% | +376.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling