+2,198.8%
SMH vs IBB
+580.2%
+1,618.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.4% | +4.4% | +4.5% |
| 7D | +0.5% | -1.4% | +1.9% | +1.9% |
| 30D | -14.2% | +6.8% | -21.0% | -18.1% |
| 3M | -11.5% | +9.2% | -20.7% | -17.5% |
| 6M | -12.0% | +28.3% | -40.4% | -27.5% |
| YTD | +40.8% | +29.4% | +11.4% | +15.1% |
| 1Y | +44.9% | +33.2% | +11.7% | +15.8% |
| 3Y | +226.7% | +90.2% | +136.5% | +99.6% |
| 5Y | +250.6% | +44.0% | +206.6% | +163.8% |
| 10Y | +1,523.4% | +133.1% | +1,390.3% | +764.7% |
| All | +2,198.8% | +580.2% | +1,618.6% | +316.7% |
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