+286.8%
SMH vs SNPS
-14.5%
+301.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +4.3% | -5.5% | +9.8% | +6.8% |
| 30D | +0.9% | -4.5% | +5.3% | +2.3% |
| 3M | -2.8% | -15.5% | +12.7% | +4.0% |
| 6M | +45.6% | -10.1% | +55.7% | +50.8% |
| YTD | +59.5% | -16.3% | +75.8% | +69.6% |
| 1Y | +93.4% | -34.9% | +128.4% | +117.3% |
| All | +286.8% | -14.5% | +301.3% | +234.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling