+96.2%
SMH vs SIRI
+28.3%
+67.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +2.8% |
| 7D | +2.5% | +1.6% | +0.9% | +2.4% |
| 30D | -0.5% | -4.7% | +4.2% | -0.3% |
| 3M | -9.6% | +5.3% | -14.9% | -10.9% |
| 6M | +42.1% | +30.5% | +11.6% | +36.8% |
| YTD | +57.4% | +49.6% | +7.8% | +49.1% |
| 1Y | +96.2% | +28.5% | +67.7% | +88.7% |
| All | +96.2% | +28.3% | +67.9% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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