+93.4%
SMH vs IVV
+18.9%
+74.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +1.0% |
| 7D | +4.3% | -0.4% | +4.7% | +5.1% |
| 30D | +0.9% | -1.4% | +2.2% | +4.1% |
| 3M | -2.8% | +3.7% | -6.5% | -10.1% |
| 6M | +45.6% | +13.0% | +32.6% | +14.0% |
| YTD | +59.5% | +12.4% | +47.0% | +26.6% |
| 1Y | +93.4% | +18.6% | +74.8% | +38.6% |
| All | +93.4% | +18.9% | +74.6% | +38.6% |
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