+15.4%
SMH vs SNDU
-42.2%
+57.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -44.1% | +32.9% | -4.3% |
| 7D | -20.3% | -67.5% | +47.2% | -7.5% |
| 30D | -29.2% | -80.3% | +51.1% | -12.4% |
| 3M | -21.4% | -74.1% | +52.7% | -9.0% |
| 6M | -14.3% | -85.8% | +71.4% | -0.8% |
| All | +15.4% | -42.2% | +57.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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