+96.2%
SMH vs WMT
+8.1%
+88.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.3% |
| 7D | +2.5% | +3.9% | -1.4% | +3.5% |
| 30D | -0.5% | -4.4% | +3.9% | -1.2% |
| 3M | -9.6% | -8.8% | -0.9% | -10.8% |
| 6M | +42.1% | -15.6% | +57.7% | +38.4% |
| YTD | +57.4% | -3.2% | +60.7% | +60.3% |
| 1Y | +96.2% | +7.0% | +89.2% | +109.8% |
| All | +96.2% | +8.1% | +88.1% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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