+279.8%
SMH vs MSCI
+10.6%
+269.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -0.5% | +0.6% | -1.0% | -0.6% |
| 3M | -9.6% | -7.1% | -2.6% | -8.7% |
| 6M | +42.1% | +0.8% | +41.2% | +39.4% |
| YTD | +57.4% | +1.0% | +56.5% | +53.9% |
| 1Y | +96.2% | +4.3% | +91.9% | +88.2% |
| All | +279.8% | +10.6% | +269.2% | +252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling