+286.7%
SMH vs V
+52.2%
+234.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.7% |
| 7D | +5.2% | -1.1% | +6.3% | +5.5% |
| 30D | -1.5% | +1.9% | -3.4% | -2.2% |
| 3M | -4.1% | +15.5% | -19.6% | -9.6% |
| 6M | +50.8% | +16.6% | +34.1% | +40.5% |
| YTD | +59.3% | +5.7% | +53.6% | +55.9% |
| 1Y | +94.1% | +8.6% | +85.5% | +86.4% |
| 3Y | +286.7% | +52.5% | +234.2% | +198.6% |
| All | +286.7% | +52.2% | +234.5% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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