+94.1%
SMH vs PLD
+27.5%
+66.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +5.2% | -0.9% | +6.1% | +5.3% |
| 30D | -1.5% | -1.2% | -0.3% | -1.4% |
| 3M | -4.1% | -2.3% | -1.8% | -3.9% |
| 6M | +50.8% | +4.5% | +46.2% | +46.3% |
| YTD | +59.3% | +10.1% | +49.2% | +52.8% |
| 1Y | +94.1% | +25.9% | +68.2% | +76.0% |
| All | +94.1% | +27.5% | +66.6% | +76.0% |
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