+215.6%
SMH vs RMD
+69.3%
+146.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.0% |
| 7D | +4.9% | +2.1% | +2.8% | +4.5% |
| 30D | -13.8% | +2.1% | -15.9% | -14.2% |
| 3M | -17.4% | +6.2% | -23.6% | -18.5% |
| 6M | -15.0% | +19.4% | -34.4% | -18.9% |
| YTD | +35.2% | +0.5% | +34.6% | +35.5% |
| 1Y | +41.6% | -3.9% | +45.5% | +43.9% |
| 3Y | +215.6% | +72.5% | +143.1% | +178.8% |
| All | +215.6% | +69.3% | +146.3% | +178.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling