+173.5%
SNDK vs SMH
+42.2%
+131.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.6% | +0.6% |
| 7D | +8.8% | +1.4% | +7.5% | +6.4% |
| 30D | +33.2% | -2.2% | +35.4% | +39.6% |
| 3M | +3.0% | -1.9% | +4.9% | +19.6% |
| 6M | +173.5% | +41.0% | +132.5% | +63.3% |
| All | +173.5% | +42.2% | +131.3% | +63.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling