+93.4%
SMH vs INTU
-52.6%
+146.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | -0.2% |
| 7D | +4.3% | -8.5% | +12.8% | +2.8% |
| 30D | +0.9% | -6.1% | +7.0% | 0.0% |
| 3M | -2.8% | +7.3% | -10.2% | -0.7% |
| 6M | +45.6% | -33.2% | +78.8% | +46.3% |
| YTD | +59.5% | -52.2% | +111.6% | +68.5% |
| 1Y | +93.4% | -52.7% | +146.1% | +104.3% |
| All | +93.4% | -52.6% | +146.0% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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