+87.6%
SMH vs XME
+34.9%
+52.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.1% |
| 7D | +0.3% | -4.2% | +4.5% | +3.0% |
| 30D | -2.8% | -2.7% | -0.1% | -1.2% |
| 3M | -6.7% | -3.9% | -2.8% | -5.1% |
| 6M | +41.8% | -1.0% | +42.7% | +41.9% |
| YTD | +57.9% | +9.8% | +48.1% | +49.1% |
| 1Y | +87.6% | +32.5% | +55.1% | +58.2% |
| All | +87.6% | +34.9% | +52.8% | +58.2% |
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