+96.2%
SMH vs NXT
+26.2%
+70.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.2% |
| 7D | +2.5% | -1.1% | +3.6% | +2.8% |
| 30D | -0.5% | -15.3% | +14.9% | +4.7% |
| 3M | -9.6% | -43.8% | +34.1% | +6.1% |
| 6M | +42.1% | -18.7% | +60.7% | +49.6% |
| YTD | +57.4% | -3.0% | +60.4% | +58.8% |
| 1Y | +96.2% | +22.7% | +73.5% | +92.3% |
| All | +96.2% | +26.2% | +70.0% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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