+43.4%
SMH vs WM
+21.9%
+21.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.4% | -1.3% |
| 7D | -11.2% | +5.9% | -17.1% | -6.3% |
| 30D | -20.4% | +15.4% | -35.9% | -8.7% |
| 3M | -12.4% | +6.3% | -18.8% | -6.3% |
| 6M | -0.5% | +5.6% | -6.1% | +9.0% |
| YTD | +40.0% | +9.9% | +30.1% | +56.8% |
| 1Y | +43.4% | +20.8% | +22.6% | +71.3% |
| All | +43.4% | +21.9% | +21.5% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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