+277.4%
SMH vs IBN
+25.1%
+252.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.2% |
| 7D | +1.4% | -5.5% | +6.9% | +3.2% |
| 30D | -2.2% | -3.4% | +1.2% | -1.2% |
| 3M | -1.9% | +8.7% | -10.5% | -4.9% |
| 6M | +41.0% | +3.7% | +37.3% | +38.3% |
| YTD | +55.6% | -2.4% | +58.0% | +55.4% |
| 1Y | +86.8% | -8.1% | +94.9% | +89.4% |
| All | +277.4% | +25.1% | +252.3% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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