+96.2%
SMH vs OKE
+35.9%
+60.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.5% |
| 7D | +2.5% | +0.7% | +1.8% | +2.8% |
| 30D | -0.5% | +9.4% | -9.9% | +3.0% |
| 3M | -9.6% | +8.6% | -18.2% | -6.3% |
| 6M | +42.1% | +15.3% | +26.8% | +47.8% |
| YTD | +57.4% | +34.8% | +22.7% | +66.2% |
| 1Y | +96.2% | +35.3% | +61.0% | +109.6% |
| All | +96.2% | +35.9% | +60.4% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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