+96.2%
SMH vs SNPS
-33.5%
+129.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.4% | +8.0% | +3.9% |
| 7D | +2.5% | -11.0% | +13.5% | +5.3% |
| 30D | -0.5% | -1.7% | +1.3% | -0.2% |
| 3M | -9.6% | -20.4% | +10.7% | -5.1% |
| 6M | +42.1% | -8.6% | +50.7% | +45.0% |
| YTD | +57.4% | -16.2% | +73.6% | +62.6% |
| 1Y | +96.2% | -34.6% | +130.8% | +102.6% |
| All | +96.2% | -33.5% | +129.7% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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