+676.8%
SMH vs OPEN
-70.7%
+747.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +2.5% | -4.3% | +6.8% | +3.0% |
| 30D | -0.5% | -16.2% | +15.8% | +1.4% |
| 3M | -9.6% | -36.4% | +26.7% | -5.4% |
| 6M | +42.1% | -35.5% | +77.5% | +47.8% |
| YTD | +57.4% | -46.0% | +103.4% | +66.0% |
| 1Y | +96.2% | -47.1% | +143.4% | +97.5% |
| 3Y | +267.9% | -19.0% | +287.0% | +203.5% |
| 5Y | +327.7% | -83.6% | +411.2% | +283.7% |
| All | +676.8% | -70.7% | +747.5% | +540.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling