+35.2%
SMH vs IWD
+29.9%
+5.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -6.7% | +1.6% | -8.3% | -8.8% |
| 30D | -19.8% | +3.6% | -23.4% | -24.3% |
| 3M | -15.1% | +2.0% | -17.1% | -17.8% |
| 6M | -14.6% | +13.1% | -27.7% | -32.8% |
| YTD | +34.3% | +26.2% | +8.1% | -12.4% |
| 1Y | +35.2% | +29.6% | +5.6% | -14.5% |
| All | +35.2% | +29.9% | +5.3% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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