+96.2%
SMH vs XBI
+75.8%
+20.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.8% |
| 7D | +2.5% | +0.9% | +1.6% | +2.0% |
| 30D | -0.5% | +7.1% | -7.5% | -4.6% |
| 3M | -9.6% | +22.9% | -32.5% | -20.2% |
| 6M | +42.1% | +29.7% | +12.4% | +21.1% |
| YTD | +57.4% | +34.5% | +23.0% | +31.6% |
| 1Y | +96.2% | +76.1% | +20.2% | +41.7% |
| All | +96.2% | +75.8% | +20.4% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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