+96.2%
SMH vs T
-7.8%
+104.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.6% | +1.6% |
| 7D | +2.5% | -1.3% | +3.8% | +1.9% |
| 30D | -0.5% | +11.4% | -11.8% | +5.2% |
| 3M | -9.6% | +14.3% | -23.9% | -2.0% |
| 6M | +42.1% | -9.3% | +51.3% | +41.1% |
| YTD | +57.4% | +7.1% | +50.3% | +65.4% |
| 1Y | +96.2% | -9.1% | +105.3% | +96.1% |
| All | +96.2% | -7.8% | +104.1% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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