+286.7%
SMH vs IWD
+71.7%
+215.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +2.4% |
| 7D | +5.2% | -0.2% | +5.4% | +5.4% |
| 30D | -1.5% | -0.8% | -0.8% | -0.6% |
| 3M | -4.1% | +8.0% | -12.1% | -15.4% |
| 6M | +50.8% | +18.2% | +32.6% | +16.9% |
| YTD | +59.3% | +22.3% | +37.0% | +17.7% |
| 1Y | +94.1% | +28.9% | +65.2% | +33.1% |
| 3Y | +286.7% | +71.5% | +215.2% | +87.8% |
| All | +286.7% | +71.7% | +215.0% | +87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling