+96.2%
SMH vs WY
-5.4%
+101.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +2.5% | -2.6% | +5.1% | +2.5% |
| 30D | -0.5% | -10.9% | +10.4% | -0.3% |
| 3M | -9.6% | -6.0% | -3.6% | -9.4% |
| 6M | +42.1% | -5.6% | +47.7% | +41.4% |
| YTD | +57.4% | -1.1% | +58.6% | +56.2% |
| 1Y | +96.2% | -7.5% | +103.7% | +101.8% |
| All | +96.2% | -5.4% | +101.6% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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