+96.2%
SMH vs NI
+1.4%
+94.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.3% | +2.7% |
| 7D | +2.5% | +2.0% | +0.5% | +2.3% |
| 30D | -0.5% | -3.5% | +3.1% | -0.1% |
| 3M | -9.6% | -9.1% | -0.5% | -9.3% |
| 6M | +42.1% | -11.8% | +53.9% | +43.2% |
| YTD | +57.4% | +1.1% | +56.4% | +52.4% |
| 1Y | +96.2% | +6.7% | +89.5% | +88.9% |
| All | +96.2% | +1.4% | +94.8% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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