+282.9%
SMH vs WTW
+61.9%
+221.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | -5.7% | +6.0% | -0.8% |
| 30D | -2.8% | -7.3% | +4.5% | -4.1% |
| 3M | -6.7% | +21.5% | -28.2% | -2.8% |
| 6M | +41.8% | +9.6% | +32.1% | +47.1% |
| YTD | +57.9% | -3.3% | +61.2% | +63.2% |
| 1Y | +87.6% | -6.1% | +93.8% | +94.3% |
| 3Y | +282.9% | +61.8% | +221.1% | +304.9% |
| All | +282.9% | +61.9% | +221.0% | +304.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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