+96.2%
SMH vs NEM
+73.9%
+22.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +3.2% |
| 7D | +2.5% | +0.3% | +2.2% | +2.3% |
| 30D | -0.5% | +23.1% | -23.5% | -7.6% |
| 3M | -9.6% | +18.5% | -28.1% | -15.6% |
| 6M | +42.1% | +7.8% | +34.3% | +35.2% |
| YTD | +57.4% | +29.1% | +28.3% | +43.6% |
| 1Y | +96.2% | +72.7% | +23.6% | +67.6% |
| All | +96.2% | +73.9% | +22.3% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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