+96.2%
SMH vs RY
+46.1%
+50.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +3.2% |
| 7D | +2.5% | +3.1% | -0.6% | -0.3% |
| 30D | -0.5% | -0.3% | -0.2% | -0.2% |
| 3M | -9.6% | +8.7% | -18.3% | -16.4% |
| 6M | +42.1% | +28.5% | +13.5% | +11.3% |
| YTD | +57.4% | +25.1% | +32.3% | +25.5% |
| 1Y | +96.2% | +46.3% | +49.9% | +39.0% |
| All | +96.2% | +46.1% | +50.2% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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