+96.2%
SMH vs WPM
+53.7%
+42.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.9% |
| 7D | +2.5% | +1.1% | +1.4% | +2.1% |
| 30D | -0.5% | +26.4% | -26.8% | -7.9% |
| 3M | -9.6% | +20.8% | -30.5% | -15.8% |
| 6M | +42.1% | +1.1% | +41.0% | +36.6% |
| YTD | +57.4% | +32.5% | +25.0% | +43.9% |
| 1Y | +96.2% | +51.5% | +44.7% | +76.7% |
| All | +96.2% | +53.7% | +42.5% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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