+96.2%
SMH vs LYB
+25.6%
+70.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.4% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | -0.5% | +8.7% | -9.2% | +0.4% |
| 3M | -9.6% | -3.0% | -6.6% | -9.2% |
| 6M | +42.1% | +4.7% | +37.3% | +39.4% |
| YTD | +57.4% | +51.6% | +5.9% | +47.7% |
| 1Y | +96.2% | +24.4% | +71.9% | +85.8% |
| All | +96.2% | +25.6% | +70.6% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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