+43.4%
SMH vs ROIV
+97.8%
-54.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.1% | -8.8% | -4.1% |
| 7D | -11.2% | +3.0% | -14.2% | -11.8% |
| 30D | -20.4% | +6.8% | -27.3% | -21.8% |
| 3M | -12.4% | +10.5% | -22.9% | -15.2% |
| 6M | -0.5% | +34.8% | -35.3% | -8.2% |
| YTD | +40.0% | +76.2% | -36.2% | +22.1% |
| 1Y | +43.4% | +92.4% | -49.0% | +22.3% |
| All | +43.4% | +97.8% | -54.4% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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