+215.6%
SMH vs SPOT
+260.4%
-44.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.3% | -3.3% |
| 7D | +4.9% | +1.6% | +3.3% | +4.7% |
| 30D | -13.8% | +16.9% | -30.7% | -16.0% |
| 3M | -17.4% | +23.0% | -40.3% | -20.6% |
| 6M | -15.0% | +42.2% | -57.1% | -21.7% |
| YTD | +35.2% | +5.5% | +29.7% | +33.4% |
| 1Y | +41.6% | -5.1% | +46.7% | +44.4% |
| 3Y | +215.6% | +257.9% | -42.3% | +126.8% |
| All | +215.6% | +260.4% | -44.7% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling