+96.2%
SMH vs IP
-18.9%
+115.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.3% |
| 7D | +2.5% | -5.3% | +7.8% | +3.3% |
| 30D | -0.5% | -10.9% | +10.4% | +1.1% |
| 3M | -9.6% | +11.2% | -20.8% | -11.8% |
| 6M | +42.1% | -10.2% | +52.3% | +40.7% |
| YTD | +57.4% | -2.0% | +59.4% | +56.1% |
| 1Y | +96.2% | -19.1% | +115.3% | +95.8% |
| All | +96.2% | -18.9% | +115.1% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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