+96.2%
SMH vs RTX
+28.8%
+67.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.6% |
| 7D | +2.5% | -5.2% | +7.7% | +2.7% |
| 30D | -0.5% | -9.4% | +8.9% | -0.1% |
| 3M | -9.6% | +12.3% | -21.9% | -11.5% |
| 6M | +42.1% | -3.1% | +45.2% | +44.4% |
| YTD | +57.4% | +10.7% | +46.8% | +55.2% |
| 1Y | +96.2% | +28.4% | +67.8% | +90.7% |
| All | +96.2% | +28.8% | +67.4% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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