+328.5%
SMH vs IVV
+82.6%
+245.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.3% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | -0.5% | +0.1% | -0.5% | -0.6% |
| 3M | -9.6% | +2.0% | -11.6% | -11.7% |
| 6M | +42.1% | +13.0% | +29.0% | +17.3% |
| YTD | +57.4% | +13.6% | +43.8% | +29.3% |
| 1Y | +96.2% | +20.1% | +76.1% | +47.7% |
| 3Y | +267.9% | +77.6% | +190.3% | +53.3% |
| All | +328.5% | +82.6% | +245.9% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling