+96.2%
SMH vs IWF
+10.9%
+85.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.5% | +0.5% | +2.0% | +1.5% |
| 30D | -0.5% | -0.4% | -0.1% | +0.3% |
| 3M | -9.6% | -2.6% | -7.0% | -4.5% |
| 6M | +42.1% | +9.1% | +32.9% | +26.0% |
| YTD | +57.4% | +4.5% | +53.0% | +50.2% |
| 1Y | +96.2% | +10.1% | +86.1% | +78.8% |
| All | +96.2% | +10.9% | +85.3% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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