+1,789.8%
SMH vs NOW
+795.7%
+994.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | +1.4% | -9.9% | +11.3% | +5.4% |
| 30D | -2.2% | +2.8% | -5.1% | -4.2% |
| 3M | -1.9% | +23.7% | -25.5% | -12.9% |
| 6M | +41.0% | +12.5% | +28.5% | +24.9% |
| YTD | +55.6% | -14.4% | +70.0% | +53.9% |
| 1Y | +86.8% | -29.0% | +115.8% | +101.2% |
| 3Y | +277.7% | +9.3% | +268.4% | +216.6% |
| 5Y | +324.2% | +1.2% | +322.9% | +252.0% |
| All | +1,789.8% | +795.7% | +994.1% | +526.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling