+96.2%
SMH vs RGEN
+45.2%
+51.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.8% |
| 7D | +2.5% | -4.9% | +7.4% | +3.4% |
| 30D | -0.5% | +5.7% | -6.2% | -1.4% |
| 3M | -9.6% | +32.4% | -42.1% | -15.0% |
| 6M | +42.1% | +33.2% | +8.9% | +31.9% |
| YTD | +57.4% | +2.3% | +55.2% | +57.2% |
| 1Y | +96.2% | +39.0% | +57.2% | +84.3% |
| All | +96.2% | +45.2% | +51.0% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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