+3,867.5%
SMH vs V
+3,147.1%
+720.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | -6.7% | +0.8% | -7.5% | -7.1% |
| 30D | -19.8% | +9.9% | -29.8% | -24.1% |
| 3M | -15.1% | +17.5% | -32.6% | -22.7% |
| 6M | -14.6% | +33.5% | -48.1% | -28.6% |
| YTD | +34.3% | +21.6% | +12.7% | +17.6% |
| 1Y | +35.2% | +27.6% | +7.6% | +14.9% |
| 3Y | +211.7% | +76.4% | +135.3% | +118.4% |
| 5Y | +240.5% | +103.8% | +136.6% | +120.4% |
| 10Y | +1,487.3% | +455.5% | +1,031.9% | +530.8% |
| All | +3,867.5% | +3,147.1% | +720.4% | +570.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling