-15.0%
SMH vs OPEN
-74.7%
+59.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.7% | -2.5% |
| 7D | +4.9% | -15.0% | +19.9% | +7.0% |
| 30D | -13.8% | -40.2% | +26.4% | -8.2% |
| 3M | -17.4% | -67.4% | +50.0% | -0.8% |
| 6M | -15.0% | -74.0% | +59.0% | +5.1% |
| All | -15.0% | -74.7% | +59.8% | +5.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling