+339.4%
SMH vs NOW
+1.6%
+337.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +2.8% |
| 7D | +5.2% | -6.1% | +11.3% | +7.1% |
| 30D | -1.5% | +7.5% | -9.0% | -4.6% |
| 3M | -4.1% | +17.5% | -21.6% | -11.4% |
| 6M | +50.8% | +7.9% | +42.8% | +39.7% |
| YTD | +59.3% | -12.4% | +71.7% | +60.8% |
| 1Y | +94.1% | -28.6% | +122.7% | +115.7% |
| 3Y | +286.7% | +11.8% | +274.9% | +226.0% |
| 5Y | +339.4% | +2.6% | +336.8% | +273.1% |
| All | +339.4% | +1.6% | +337.8% | +273.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling