+96.2%
SMH vs INDA
-5.0%
+101.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.5% | +0.7% | +1.8% | +1.8% |
| 30D | -0.5% | -0.8% | +0.3% | +0.3% |
| 3M | -9.6% | +3.9% | -13.6% | -12.4% |
| 6M | +42.1% | -0.7% | +42.8% | +40.2% |
| YTD | +57.4% | -7.7% | +65.1% | +61.1% |
| 1Y | +96.2% | -5.1% | +101.3% | +98.1% |
| All | +96.2% | -5.0% | +101.2% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling