+357.3%
SMH vs ROIV
+276.5%
+80.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.8% |
| 7D | +4.9% | +1.7% | +3.2% | +4.6% |
| 30D | -13.8% | +17.6% | -31.4% | -16.0% |
| 3M | -17.4% | +9.0% | -26.3% | -18.8% |
| 6M | -15.0% | +35.3% | -50.3% | -19.3% |
| YTD | +35.2% | +82.2% | -47.0% | +22.2% |
| 1Y | +41.6% | +92.3% | -50.7% | +26.8% |
| 3Y | +215.6% | +336.8% | -121.2% | +150.4% |
| 5Y | +233.2% | +370.6% | -137.4% | +134.1% |
| All | +357.3% | +276.5% | +80.8% | +250.3% |
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 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