+96.2%
SMH vs RRC
+23.4%
+72.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.5% |
| 7D | +2.5% | +1.3% | +1.2% | +2.7% |
| 30D | -0.5% | +10.1% | -10.6% | +0.6% |
| 3M | -9.6% | +4.0% | -13.6% | -8.4% |
| 6M | +42.1% | +1.6% | +40.5% | +43.1% |
| YTD | +57.4% | +19.7% | +37.7% | +55.2% |
| 1Y | +96.2% | +21.4% | +74.8% | +97.2% |
| All | +96.2% | +23.4% | +72.9% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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