+96.2%
SMH vs PLD
+27.5%
+68.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.7% |
| 7D | +2.5% | -2.4% | +4.9% | +2.8% |
| 30D | -0.5% | -2.4% | +2.0% | -0.2% |
| 3M | -9.6% | -3.8% | -5.9% | -9.2% |
| 6M | +42.1% | 0.0% | +42.1% | +39.0% |
| YTD | +57.4% | +9.2% | +48.2% | +51.2% |
| 1Y | +96.2% | +25.9% | +70.3% | +77.4% |
| All | +96.2% | +27.5% | +68.8% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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