+41.6%
SMH vs LII
-28.0%
+69.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.8% |
| 7D | +12.1% | -0.2% | +12.3% | +12.1% |
| 30D | -14.7% | -0.6% | -14.1% | -15.1% |
| 3M | -14.2% | -17.0% | +2.8% | -9.2% |
| 6M | -10.6% | -31.1% | +20.5% | +0.1% |
| YTD | +39.3% | -27.7% | +67.0% | +50.3% |
| 1Y | +41.6% | -26.2% | +67.7% | +53.3% |
| All | +41.6% | -28.0% | +69.5% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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