+43.4%
SMH vs STX
+119.7%
-76.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.1% | +5.4% | +0.2% |
| 7D | -11.2% | -20.2% | +9.0% | -3.7% |
| 30D | -20.4% | -37.2% | +16.8% | -6.7% |
| 3M | -12.4% | -34.1% | +21.6% | -0.3% |
| 6M | -0.5% | -24.5% | +24.0% | +8.2% |
| YTD | +40.0% | +102.9% | -62.9% | +10.1% |
| 1Y | +43.4% | +123.8% | -80.4% | +8.5% |
| All | +43.4% | +119.7% | -76.3% | +8.5% |
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