+35.2%
SMH vs WM
+20.3%
+14.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.5% |
| 7D | -6.7% | +1.2% | -7.9% | -5.5% |
| 30D | -19.8% | +13.7% | -33.5% | -9.1% |
| 3M | -15.1% | +5.2% | -20.3% | -9.8% |
| 6M | -14.6% | +11.2% | -25.8% | -4.7% |
| YTD | +34.3% | +9.4% | +24.9% | +49.8% |
| 1Y | +35.2% | +20.4% | +14.8% | +59.3% |
| All | +35.2% | +20.3% | +14.9% | +59.3% |
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