+286.8%
SMH vs SHW
+21.1%
+265.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.8% |
| 7D | +4.3% | -3.2% | +7.5% | +5.7% |
| 30D | +0.9% | -11.4% | +12.3% | +6.0% |
| 3M | -2.8% | +3.5% | -6.3% | -5.4% |
| 6M | +45.6% | -3.4% | +49.0% | +46.1% |
| YTD | +59.5% | -0.3% | +59.8% | +56.8% |
| 1Y | +93.4% | -10.4% | +103.9% | +100.6% |
| All | +286.8% | +21.1% | +265.7% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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