+373.1%
SMH vs KVUE
-20.4%
+393.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +0.3% | -5.1% | +5.4% | 0.0% |
| 30D | -2.8% | -6.3% | +3.5% | -3.1% |
| 3M | -6.7% | -0.5% | -6.2% | -6.8% |
| 6M | +41.8% | +3.1% | +38.7% | +41.7% |
| YTD | +57.9% | +6.7% | +51.2% | +58.0% |
| 1Y | +87.6% | -1.1% | +88.8% | +88.2% |
| 3Y | +282.9% | -8.7% | +291.7% | +285.6% |
| All | +373.1% | -20.4% | +393.6% | +392.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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