+1,269.2%
SMH vs MKC
+1,015.2%
+254.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +5.2% | -4.3% | +9.6% | +6.7% |
| 30D | -1.5% | -2.0% | +0.5% | -1.1% |
| 3M | -4.1% | +10.0% | -14.1% | -8.2% |
| 6M | +50.8% | -18.5% | +69.3% | +59.0% |
| YTD | +59.3% | -22.4% | +81.7% | +69.9% |
| 1Y | +94.1% | -23.6% | +117.7% | +107.0% |
| 3Y | +286.7% | -30.4% | +317.2% | +315.1% |
| 5Y | +339.4% | -34.2% | +373.6% | +370.8% |
| 10Y | +1,803.3% | +26.8% | +1,776.5% | +1,360.7% |
| All | +1,269.2% | +1,015.2% | +254.0% | +387.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling