+1,837.5%
SNDK vs SMH
+87.9%
+1,749.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -6.4% |
| 7D | -6.1% | +0.3% | -6.4% | -6.8% |
| 30D | +21.5% | -2.8% | +24.3% | +28.7% |
| 3M | -13.2% | -6.7% | -6.5% | +7.6% |
| 6M | +149.2% | +41.8% | +107.4% | +33.8% |
| YTD | +588.1% | +57.9% | +530.2% | +186.9% |
| 1Y | +1,837.5% | +87.6% | +1,749.9% | +568.2% |
| All | +1,837.5% | +87.9% | +1,749.7% | +568.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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