+286.8%
SMH vs STX
+1,343.6%
-1,056.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.9% |
| 7D | +4.3% | +9.6% | -5.2% | +0.4% |
| 30D | +0.9% | +10.6% | -9.7% | -3.9% |
| 3M | -2.8% | +4.8% | -7.6% | -6.6% |
| 6M | +45.6% | +137.3% | -91.6% | +0.1% |
| YTD | +59.5% | +222.5% | -163.0% | -6.7% |
| 1Y | +93.4% | +366.2% | -272.8% | -9.3% |
| All | +286.8% | +1,343.6% | -1,056.8% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling