+87.6%
SMH vs SNPS
-4.5%
+92.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | +0.9% | -0.6% | -0.1% |
| 30D | -2.8% | -3.6% | +0.8% | -1.8% |
| 3M | -6.7% | -12.9% | +6.2% | -1.7% |
| 6M | +41.8% | -8.2% | +50.0% | +45.8% |
| YTD | +57.9% | -15.4% | +73.3% | +66.6% |
| 1Y | +87.6% | -9.3% | +96.9% | +93.7% |
| All | +87.6% | -4.5% | +92.1% | +93.7% |
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