+96.2%
SMH vs STX
+382.7%
-286.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.7% | +0.5% |
| 7D | +2.5% | +2.4% | +0.2% | +1.7% |
| 30D | -0.5% | +1.4% | -1.9% | -1.5% |
| 3M | -9.6% | -8.2% | -1.4% | -8.2% |
| 6M | +42.1% | +127.0% | -85.0% | +12.4% |
| YTD | +57.4% | +209.1% | -151.7% | +14.4% |
| 1Y | +96.2% | +365.4% | -269.2% | +32.5% |
| All | +96.2% | +382.7% | -286.4% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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