+96.2%
SMH vs NOW
-22.3%
+118.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.3% |
| 7D | +2.5% | -2.4% | +4.9% | +2.3% |
| 30D | -0.5% | +20.5% | -21.0% | +1.5% |
| 3M | -9.6% | +18.3% | -28.0% | -6.2% |
| 6M | +42.1% | +24.1% | +18.0% | +48.7% |
| YTD | +57.4% | -7.8% | +65.2% | +73.1% |
| 1Y | +96.2% | -21.4% | +117.6% | +126.5% |
| All | +96.2% | -22.3% | +118.6% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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