+96.2%
SMH vs SPOT
-21.9%
+118.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +2.5% |
| 7D | +2.5% | -0.9% | +3.4% | +2.5% |
| 30D | -0.5% | +12.5% | -13.0% | -0.1% |
| 3M | -9.6% | +9.9% | -19.5% | -9.2% |
| 6M | +42.1% | +1.6% | +40.5% | +43.6% |
| YTD | +57.4% | -6.6% | +64.0% | +63.3% |
| 1Y | +96.2% | -22.9% | +119.2% | +110.0% |
| All | +96.2% | -21.9% | +118.1% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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