+41.6%
SMH vs INTU
-47.1%
+88.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -2.9% |
| 7D | +4.9% | +0.1% | +4.9% | +4.9% |
| 30D | -13.8% | +10.1% | -23.9% | -11.8% |
| 3M | -17.4% | -4.2% | -13.2% | -17.3% |
| 6M | -15.0% | -7.2% | -7.7% | -12.4% |
| YTD | +35.2% | -47.7% | +82.8% | +39.4% |
| 1Y | +41.6% | -46.7% | +88.3% | +46.1% |
| All | +41.6% | -47.1% | +88.7% | +46.1% |
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