+286.8%
SMH vs OPEN
-21.9%
+308.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.3% |
| 7D | +4.3% | -2.9% | +7.2% | +4.6% |
| 30D | +0.9% | -13.8% | +14.7% | +1.9% |
| 3M | -2.8% | -30.9% | +28.0% | -0.4% |
| 6M | +45.6% | -40.9% | +86.6% | +50.6% |
| YTD | +59.5% | -48.5% | +108.0% | +65.9% |
| 1Y | +93.4% | -50.9% | +144.3% | +96.7% |
| All | +286.8% | -21.9% | +308.7% | +248.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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