+96.2%
SMH vs SOXX
+117.6%
-21.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | -0.4% |
| 7D | +2.5% | +2.2% | +0.3% | +0.6% |
| 30D | -0.5% | -2.0% | +1.6% | +1.3% |
| 3M | -9.6% | -13.7% | +4.1% | +1.7% |
| 6M | +42.1% | +52.4% | -10.3% | -4.2% |
| YTD | +57.4% | +72.8% | -15.4% | -5.2% |
| 1Y | +96.2% | +113.9% | -17.7% | -3.7% |
| All | +96.2% | +117.6% | -21.3% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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