+277.4%
SMH vs WPM
+259.8%
+17.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.2% | -1.5% |
| 7D | +1.4% | -3.6% | +5.0% | +2.4% |
| 30D | -2.2% | +12.5% | -14.7% | -5.5% |
| 3M | -1.9% | +40.6% | -42.5% | -11.1% |
| 6M | +41.0% | +0.5% | +40.5% | +37.9% |
| YTD | +55.6% | +29.0% | +26.5% | +43.8% |
| 1Y | +86.8% | +43.8% | +43.0% | +68.1% |
| All | +277.4% | +259.8% | +17.6% | +180.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling