+1,817.6%
SMH vs XME
+421.4%
+1,396.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | +0.3% | -4.2% | +4.5% | +2.7% |
| 30D | -2.8% | -2.7% | -0.1% | -1.4% |
| 3M | -6.7% | -3.9% | -2.8% | -4.7% |
| 6M | +41.8% | -1.0% | +42.7% | +42.5% |
| YTD | +57.9% | +9.8% | +48.1% | +49.0% |
| 1Y | +87.6% | +32.5% | +55.1% | +58.4% |
| 3Y | +282.9% | +124.3% | +158.6% | +140.3% |
| 5Y | +330.4% | +165.8% | +164.6% | +141.5% |
| All | +1,817.6% | +421.4% | +1,396.3% | +639.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling