+93.4%
SMH vs IWD
+28.3%
+65.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.1% |
| 7D | +4.3% | -1.2% | +5.5% | +6.5% |
| 30D | +0.9% | -1.6% | +2.5% | +3.7% |
| 3M | -2.8% | +7.0% | -9.8% | -15.9% |
| 6M | +45.6% | +17.0% | +28.7% | +7.4% |
| YTD | +59.5% | +21.6% | +37.8% | +11.0% |
| 1Y | +93.4% | +28.0% | +65.4% | +26.0% |
| All | +93.4% | +28.3% | +65.1% | +26.0% |
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