+96.2%
SMH vs WFC
+13.8%
+82.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.5% |
| 7D | +2.5% | +3.8% | -1.3% | +1.9% |
| 30D | -0.5% | +1.5% | -1.9% | -0.7% |
| 3M | -9.6% | +10.9% | -20.5% | -11.5% |
| 6M | +42.1% | +8.4% | +33.6% | +39.3% |
| YTD | +57.4% | -1.9% | +59.3% | +58.4% |
| 1Y | +96.2% | +12.3% | +83.9% | +92.2% |
| All | +96.2% | +13.8% | +82.4% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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