+439.5%
SMH vs ROIV
+298.2%
+141.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +4.3% | +22.3% | -18.0% | +0.8% |
| 30D | +0.9% | +16.9% | -16.0% | -1.9% |
| 3M | -2.8% | +43.9% | -46.8% | -8.5% |
| 6M | +45.6% | +41.6% | +4.0% | +37.2% |
| YTD | +59.5% | +92.7% | -33.2% | +43.1% |
| 1Y | +93.4% | +210.2% | -116.7% | +61.3% |
| 3Y | +287.1% | +231.8% | +55.3% | +214.3% |
| 5Y | +338.0% | +319.8% | +18.3% | +221.9% |
| All | +439.5% | +298.2% | +141.4% | +310.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling