+225.3%
SMH vs WEC
+62.7%
+162.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +12.1% | -0.7% | +12.8% | +11.7% |
| 30D | -14.7% | +11.0% | -25.7% | -10.6% |
| 3M | -14.2% | +8.6% | -22.8% | -10.8% |
| 6M | -10.6% | +6.2% | -16.8% | -7.8% |
| YTD | +39.3% | +14.3% | +25.0% | +48.2% |
| 1Y | +41.6% | +8.4% | +33.2% | +47.7% |
| All | +225.3% | +62.7% | +162.6% | +306.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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