+13.5%
SPY vs SMH
+38.9%
-25.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.4% |
| 7D | +2.6% | +4.9% | -2.3% | +1.3% |
| 30D | -2.0% | -13.8% | +11.8% | +1.3% |
| 3M | -2.8% | -17.4% | +14.6% | +1.3% |
| 6M | +2.1% | -15.0% | +17.1% | +4.3% |
| YTD | +11.5% | +35.2% | -23.7% | -2.7% |
| 1Y | +13.5% | +41.6% | -28.1% | -2.5% |
| All | +13.5% | +38.9% | -25.4% | -2.5% |
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