+96.2%
SMH vs MCK
+32.0%
+64.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.2% |
| 7D | +2.5% | +1.7% | +0.8% | +3.1% |
| 30D | -0.5% | +3.6% | -4.1% | +0.7% |
| 3M | -9.6% | +20.1% | -29.7% | -4.7% |
| 6M | +42.1% | -7.0% | +49.1% | +50.5% |
| YTD | +57.4% | +11.0% | +46.4% | +68.0% |
| 1Y | +96.2% | +31.8% | +64.4% | +113.7% |
| All | +96.2% | +32.0% | +64.2% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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