+96.2%
SMH vs RMD
-14.6%
+110.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.6% |
| 7D | +2.5% | -5.0% | +7.5% | +2.0% |
| 30D | -0.5% | +2.2% | -2.7% | -0.1% |
| 3M | -9.6% | +17.8% | -27.5% | -8.6% |
| 6M | +42.1% | -11.3% | +53.4% | +52.9% |
| YTD | +57.4% | -4.4% | +61.9% | +67.1% |
| 1Y | +96.2% | -15.7% | +111.9% | +119.8% |
| All | +96.2% | -14.6% | +110.8% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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