+1,789.8%
SMH vs MSI
+601.8%
+1,188.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.9% |
| 7D | +1.4% | -1.8% | +3.2% | +2.3% |
| 30D | -2.2% | -0.6% | -1.6% | -2.2% |
| 3M | -1.9% | +13.0% | -14.9% | -9.2% |
| 6M | +41.0% | +0.5% | +40.5% | +37.9% |
| YTD | +55.6% | +21.7% | +33.9% | +35.2% |
| 1Y | +86.8% | -2.6% | +89.4% | +84.4% |
| 3Y | +277.7% | +69.7% | +208.0% | +162.0% |
| 5Y | +324.2% | +102.8% | +221.4% | +161.9% |
| All | +1,789.8% | +601.8% | +1,188.0% | +555.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling