+4,016.0%
SMH vs V
+3,126.4%
+889.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.4% | +4.1% |
| 7D | +12.1% | -0.4% | +12.4% | +12.3% |
| 30D | -14.7% | +6.3% | -21.0% | -17.7% |
| 3M | -14.2% | +17.2% | -31.4% | -21.8% |
| 6M | -10.6% | +29.2% | -39.8% | -23.8% |
| YTD | +39.3% | +20.8% | +18.5% | +22.4% |
| 1Y | +41.6% | +25.0% | +16.6% | +21.7% |
| 3Y | +223.4% | +75.3% | +148.1% | +127.3% |
| 5Y | +243.5% | +105.8% | +137.6% | +121.2% |
| 10Y | +1,506.6% | +451.9% | +1,054.8% | +540.6% |
| All | +4,016.0% | +3,126.4% | +889.5% | +598.0% |
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