+86.8%
SMH vs RVTY
+43.1%
+43.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.8% |
| 7D | +1.4% | -7.4% | +8.8% | +3.6% |
| 30D | -2.2% | +4.5% | -6.7% | -3.4% |
| 3M | -1.9% | +19.5% | -21.3% | -7.5% |
| 6M | +41.0% | +34.1% | +6.9% | +27.1% |
| YTD | +55.6% | +25.3% | +30.3% | +41.5% |
| 1Y | +86.8% | +47.0% | +39.8% | +60.0% |
| All | +86.8% | +43.1% | +43.7% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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