+1,803.3%
SMH vs WM
+305.2%
+1,498.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.7% | +1.4% |
| 7D | +5.2% | -0.9% | +6.1% | +5.6% |
| 30D | -1.5% | -4.3% | +2.8% | 0.0% |
| 3M | -4.1% | +0.8% | -4.8% | -5.6% |
| 6M | +50.8% | -10.8% | +61.5% | +55.5% |
| YTD | +59.3% | -0.1% | +59.4% | +55.5% |
| 1Y | +94.1% | +1.0% | +93.1% | +87.4% |
| 3Y | +286.7% | +45.1% | +241.6% | +197.6% |
| 5Y | +339.4% | +52.1% | +287.3% | +223.1% |
| 10Y | +1,803.3% | +302.9% | +1,500.3% | +669.3% |
| All | +1,803.3% | +305.2% | +1,498.1% | +669.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling