+96.2%
SMH vs WM
-0.9%
+97.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +1.6% |
| 7D | +2.5% | -0.3% | +2.8% | +2.3% |
| 30D | -0.5% | -2.4% | +1.9% | -2.3% |
| 3M | -9.6% | +0.4% | -10.1% | -8.4% |
| 6M | +42.1% | -9.5% | +51.6% | +38.4% |
| YTD | +57.4% | +0.5% | +56.9% | +61.2% |
| 1Y | +96.2% | -1.1% | +97.3% | +104.7% |
| All | +96.2% | -0.9% | +97.2% | +104.7% |
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