+232.3%
SMH vs NOW
-26.1%
+258.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.8% |
| 7D | -4.1% | -3.1% | -1.0% | -3.0% |
| 30D | -19.2% | -27.0% | +7.8% | -12.9% |
| 3M | -16.4% | -17.7% | +1.4% | -14.2% |
| 6M | -14.0% | +12.7% | -26.7% | -24.4% |
| YTD | +35.3% | -32.9% | +68.3% | +44.7% |
| 1Y | +40.4% | -40.4% | +80.8% | +58.4% |
| 3Y | +226.8% | -17.1% | +243.9% | +197.2% |
| 5Y | +232.3% | -25.7% | +258.0% | +206.6% |
| All | +232.3% | -26.1% | +258.4% | +206.6% |
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