+334.8%
SMH vs WEC
+31.3%
+303.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | 0.0% |
| 7D | +4.3% | +0.4% | +3.9% | +4.3% |
| 30D | +0.9% | +0.9% | 0.0% | +0.9% |
| 3M | -2.8% | -5.3% | +2.5% | -3.1% |
| 6M | +45.6% | -6.6% | +52.2% | +45.2% |
| YTD | +59.5% | +3.3% | +56.2% | +59.1% |
| 1Y | +93.4% | +2.1% | +91.4% | +92.8% |
| 3Y | +287.1% | +39.6% | +247.5% | +277.5% |
| All | +334.8% | +31.3% | +303.5% | +325.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling