+56.1%
SMH vs Q
+75.4%
-19.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -1.5% |
| 7D | +1.4% | +4.1% | -2.7% | -0.7% |
| 30D | -2.2% | -10.7% | +8.5% | +3.6% |
| 3M | -1.9% | -11.7% | +9.8% | +5.4% |
| 6M | +41.0% | +8.3% | +32.7% | +38.3% |
| YTD | +55.6% | +51.3% | +4.3% | +34.9% |
| All | +56.1% | +75.4% | -19.2% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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