+282.9%
SMH vs SGOV
+14.4%
+268.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | +0.3% | 0.0% | +0.2% | +0.7% |
| 30D | -2.8% | +0.3% | -3.1% | -0.1% |
| 3M | -6.7% | +0.9% | -7.7% | +0.4% |
| 6M | +41.8% | +1.8% | +39.9% | +59.3% |
| YTD | +57.9% | +2.5% | +55.3% | +80.2% |
| 1Y | +87.6% | +3.8% | +83.9% | +117.4% |
| 3Y | +282.9% | +14.4% | +268.6% | +41.7% |
| All | +282.9% | +14.4% | +268.6% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 3y: compounded portfolio wealth divided by compounded SGOV 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…
3y analysis · Full analysis span regression · 6 months rolling