+96.2%
SMH vs XME
+46.4%
+49.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | -0.5% | +6.0% | -6.5% | -4.3% |
| 3M | -9.6% | -7.7% | -1.9% | -6.0% |
| 6M | +42.1% | +1.0% | +41.1% | +39.9% |
| YTD | +57.4% | +14.6% | +42.8% | +44.9% |
| 1Y | +96.2% | +46.0% | +50.3% | +62.3% |
| All | +96.2% | +46.4% | +49.8% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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