+86.8%
SMH vs SPOT
-27.6%
+114.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.5% |
| 7D | +1.4% | -6.9% | +8.2% | +1.0% |
| 30D | -2.2% | +4.1% | -6.3% | -2.1% |
| 3M | -1.9% | +3.7% | -5.6% | -1.4% |
| 6M | +41.0% | -1.6% | +42.6% | +42.4% |
| YTD | +55.6% | -10.2% | +65.7% | +61.1% |
| 1Y | +86.8% | -25.9% | +112.7% | +99.6% |
| All | +86.8% | -27.6% | +114.4% | +99.6% |
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