+324.2%
SMH vs SPOT
+111.2%
+212.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +1.4% | -6.9% | +8.2% | +3.4% |
| 30D | -2.2% | +4.1% | -6.3% | -3.8% |
| 3M | -1.9% | +3.7% | -5.6% | -4.1% |
| 6M | +41.0% | -1.6% | +42.6% | +38.6% |
| YTD | +55.6% | -10.2% | +65.7% | +55.9% |
| 1Y | +86.8% | -25.9% | +112.7% | +99.7% |
| 3Y | +277.7% | +235.6% | +42.1% | +120.8% |
| 5Y | +324.2% | +110.6% | +213.6% | +150.2% |
| All | +324.2% | +111.2% | +212.9% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling