+1,253.2%
SMH vs WEC
+2,249.0%
-995.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.9% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | -0.5% | -1.3% | +0.8% | -0.1% |
| 3M | -9.6% | -3.9% | -5.7% | -8.8% |
| 6M | +42.1% | -8.3% | +50.4% | +45.4% |
| YTD | +57.4% | +3.1% | +54.4% | +54.4% |
| 1Y | +96.2% | +1.9% | +94.3% | +92.6% |
| 3Y | +267.9% | +41.9% | +226.0% | +210.8% |
| 5Y | +327.7% | +30.8% | +296.9% | +267.2% |
| 10Y | +1,764.6% | +141.9% | +1,622.7% | +1,035.9% |
| All | +1,253.2% | +2,249.0% | -995.8% | +234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling