+282.9%
SMH vs NVT
+190.9%
+92.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | -1.4% |
| 7D | +0.3% | +4.1% | -3.8% | -2.3% |
| 30D | -2.8% | -5.1% | +2.3% | 0.0% |
| 3M | -6.7% | -1.2% | -5.5% | -6.4% |
| 6M | +41.8% | +46.6% | -4.8% | +12.0% |
| YTD | +57.9% | +60.0% | -2.1% | +17.8% |
| 1Y | +87.6% | +70.8% | +16.8% | +33.7% |
| 3Y | +282.9% | +187.5% | +95.4% | +85.6% |
| All | +282.9% | +190.9% | +92.0% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling