+87.6%
SMH vs WDC
+362.5%
-274.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +2.5% |
| 7D | +0.3% | -4.3% | +4.6% | +1.7% |
| 30D | -2.8% | -1.5% | -1.3% | -2.7% |
| 3M | -6.7% | -15.5% | +8.8% | -3.6% |
| 6M | +41.8% | +66.5% | -24.7% | +20.0% |
| YTD | +57.9% | +159.9% | -102.0% | +17.0% |
| 1Y | +87.6% | +366.0% | -278.3% | +22.3% |
| All | +87.6% | +362.5% | -274.8% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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