+41.6%
SMH vs SNAP
-41.1%
+82.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.6% |
| 7D | +12.1% | +2.6% | +9.5% | +11.5% |
| 30D | -14.7% | -19.6% | +4.9% | -11.3% |
| 3M | -14.2% | +0.4% | -14.6% | -14.6% |
| 6M | -10.6% | -5.9% | -4.7% | -9.5% |
| YTD | +39.3% | -35.3% | +74.6% | +54.2% |
| 1Y | +41.6% | -42.6% | +84.1% | +67.2% |
| All | +41.6% | -41.1% | +82.6% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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