+282.9%
SMH vs ITOT
+75.8%
+207.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | -0.1% |
| 7D | +0.3% | -0.9% | +1.2% | +2.0% |
| 30D | -2.8% | -1.5% | -1.3% | 0.0% |
| 3M | -6.7% | +3.6% | -10.3% | -12.0% |
| 6M | +41.8% | +13.7% | +28.1% | +14.1% |
| YTD | +57.9% | +12.9% | +44.9% | +29.1% |
| 1Y | +87.6% | +17.2% | +70.5% | +44.6% |
| 3Y | +282.9% | +75.6% | +207.3% | +55.8% |
| All | +282.9% | +75.8% | +207.2% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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