+96.2%
SMH vs W
+25.7%
+70.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +2.1% |
| 7D | +2.5% | -4.2% | +6.7% | +3.3% |
| 30D | -0.5% | -7.6% | +7.1% | +0.9% |
| 3M | -9.6% | +37.2% | -46.8% | -16.4% |
| 6M | +42.1% | +26.3% | +15.7% | +32.0% |
| YTD | +57.4% | -1.0% | +58.4% | +51.3% |
| 1Y | +96.2% | +20.1% | +76.1% | +83.1% |
| All | +96.2% | +25.7% | +70.6% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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