+43.4%
SMH vs TER
+42.7%
+0.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.8% | +4.1% | +0.2% |
| 7D | -11.2% | -19.9% | +8.7% | -2.4% |
| 30D | -20.4% | -43.5% | +23.1% | +1.0% |
| 3M | -12.4% | -37.8% | +25.4% | +5.7% |
| 6M | -0.5% | -25.6% | +25.1% | +10.9% |
| YTD | +40.0% | +29.8% | +10.2% | +16.4% |
| 1Y | +43.4% | +43.2% | +0.2% | +13.2% |
| All | +43.4% | +42.7% | +0.7% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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