+96.2%
SMH vs SPMO
+29.9%
+66.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +0.3% |
| 7D | +2.5% | +2.0% | +0.5% | -0.4% |
| 30D | -0.5% | -0.4% | -0.1% | +0.2% |
| 3M | -9.6% | -1.9% | -7.8% | -6.1% |
| 6M | +42.1% | +25.0% | +17.0% | +2.8% |
| YTD | +57.4% | +26.0% | +31.4% | +12.6% |
| 1Y | +96.2% | +28.7% | +67.5% | +39.8% |
| All | +96.2% | +29.9% | +66.3% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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