+279.8%
SMH vs ROIV
+201.4%
+78.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.2% |
| 7D | +2.5% | +0.6% | +1.9% | +2.3% |
| 30D | -0.5% | +1.0% | -1.4% | -0.8% |
| 3M | -9.6% | +18.3% | -27.9% | -13.2% |
| 6M | +42.1% | +18.3% | +23.7% | +35.8% |
| YTD | +57.4% | +61.0% | -3.5% | +39.3% |
| 1Y | +96.2% | +177.9% | -81.7% | +50.6% |
| All | +279.8% | +201.4% | +78.4% | +173.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling