+87.6%
SMH vs NVT
+71.6%
+16.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | -1.5% |
| 7D | +0.3% | +4.1% | -3.8% | -2.4% |
| 30D | -2.8% | -5.1% | +2.3% | +0.1% |
| 3M | -6.7% | -1.2% | -5.5% | -6.3% |
| 6M | +41.8% | +46.6% | -4.8% | +14.6% |
| YTD | +57.9% | +60.0% | -2.1% | +20.8% |
| 1Y | +87.6% | +70.8% | +16.8% | +35.3% |
| All | +87.6% | +71.6% | +16.0% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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