+41.6%
SMH vs RY
+38.8%
+2.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.8% |
| 7D | +4.9% | +0.6% | +4.3% | +4.5% |
| 30D | -13.8% | +5.0% | -18.8% | -16.7% |
| 3M | -17.4% | -5.3% | -12.1% | -13.0% |
| 6M | -15.0% | +13.8% | -28.8% | -24.0% |
| YTD | +35.2% | +21.0% | +14.2% | +11.3% |
| 1Y | +41.6% | +40.5% | +1.1% | +9.6% |
| All | +41.6% | +38.8% | +2.8% | +9.6% |
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