+52.5%
SMHX vs SPY
+18.1%
+34.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | -0.1% |
| 7D | +1.2% | -0.8% | +1.9% | +3.1% |
| 30D | -3.6% | -1.1% | -2.5% | -1.0% |
| 3M | -7.9% | +3.9% | -11.8% | -15.5% |
| 6M | +47.9% | +13.6% | +34.2% | +13.6% |
| YTD | +49.1% | +12.7% | +36.4% | +16.7% |
| 1Y | +52.5% | +17.5% | +35.0% | +8.0% |
| All | +52.5% | +18.1% | +34.4% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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