+43.4%
SMH vs NVD
-27.4%
+70.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.5% | -9.2% | -0.3% |
| 7D | -11.2% | +15.0% | -26.1% | -5.8% |
| 30D | -20.4% | +39.3% | -59.7% | -8.8% |
| 3M | -12.4% | +3.1% | -15.5% | -8.0% |
| 6M | -0.5% | -19.0% | +18.5% | +0.6% |
| YTD | +40.0% | -35.5% | +75.5% | +34.6% |
| 1Y | +43.4% | -30.2% | +73.6% | +43.7% |
| All | +43.4% | -27.4% | +70.7% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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