+282.9%
SMH vs IGV
+38.4%
+244.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | +0.3% | -2.9% | +3.2% | +2.4% |
| 30D | -2.8% | -1.5% | -1.3% | -2.3% |
| 3M | -6.7% | +11.7% | -18.4% | -15.5% |
| 6M | +41.8% | +18.4% | +23.3% | +19.5% |
| YTD | +57.9% | -3.9% | +61.8% | +62.6% |
| 1Y | +87.6% | -9.7% | +97.3% | +106.9% |
| 3Y | +282.9% | +38.4% | +244.5% | +162.6% |
| All | +282.9% | +38.4% | +244.5% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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