+87.6%
SMH vs STX
+333.0%
-245.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +2.7% |
| 7D | +0.3% | -2.3% | +2.5% | +0.9% |
| 30D | -2.8% | -5.5% | +2.7% | -1.4% |
| 3M | -6.7% | -4.3% | -2.4% | -6.6% |
| 6M | +41.8% | +115.6% | -73.8% | +13.8% |
| YTD | +57.9% | +202.2% | -144.3% | +15.5% |
| 1Y | +87.6% | +325.3% | -237.7% | +28.9% |
| All | +87.6% | +333.0% | -245.4% | +28.9% |
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