+216.7%
SMH vs IVV
+67.9%
+148.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.0% |
| 7D | -11.2% | -2.7% | -8.5% | -6.4% |
| 30D | -25.8% | -5.4% | -20.4% | -17.5% |
| 3M | -18.8% | -4.1% | -14.8% | -11.9% |
| 6M | -15.6% | +0.7% | -16.3% | -14.7% |
| YTD | +28.8% | +8.7% | +20.1% | +15.2% |
| 1Y | +32.6% | +11.0% | +21.6% | +14.9% |
| 3Y | +213.6% | +75.4% | +138.2% | +35.0% |
| All | +216.7% | +67.9% | +148.8% | +55.6% |
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