+41.6%
SMH vs IVV
+12.1%
+29.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.0% |
| 7D | +4.9% | +2.6% | +2.3% | -1.2% |
| 30D | -13.8% | -2.0% | -11.8% | -8.6% |
| 3M | -17.4% | -2.8% | -14.6% | -10.6% |
| 6M | -15.0% | +2.2% | -17.1% | -17.2% |
| YTD | +35.2% | +11.5% | +23.6% | +10.7% |
| 1Y | +41.6% | +13.5% | +28.1% | +11.5% |
| All | +41.6% | +12.1% | +29.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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