Semiconductors vs SMH
2 of 5 semiconductors headliners beat SMH over the last year (2 of 5 over six months, 4 of 5 over three). Every line is measured against the benchmark itself, so the zero line is SMH.
Weekly closes through 2026-09-14. The zero line is the benchmark: a name "beats" when its total return over the window is higher than SMH's. Rebuilt every morning.
Total return
| Name | 6M | vs bench | 1Y | vs bench | 3Y | vs bench | Since |
|---|---|---|---|---|---|---|---|
| SMH benchmark | +42.0% | 0 | +73.0% | 0 | +284.8% | 0 | — |
| NVDA | +23.0% | -19.0 | +20.2% | -52.8 | +410.6% | +125.8 | 2021-09 |
| AVGO | +11.6% | -30.4 | +0.4% | -72.6 | +317.9% | +33.1 | 2021-09 |
| AMD | +147.2% | +105.2 | +216.2% | +143.2 | +417.4% | +132.6 | 2021-09 |
| TSM | +28.5% | -13.5 | +59.8% | -13.2 | +394.1% | +109.3 | 2021-09 |
| INTC | +124.8% | +82.8 | +233.4% | +160.4 | +188.5% | -96.3 | 2021-09 |
A name whose history starts inside a window is measured from its first bar, not the window start — the "Since" column says where.
Headliners
Benchmarks available on the dashboard: SMH, SOXX, XSD.
The wider semiconductors universe
The dashboard's Sleepers view screens these 33 lesser-covered names for the ones beating XSD on a trailing basis, with liquidity, price and coverage floors so nothing untradeable or already crowded gets through.
Other baskets
Interactive chart with 6M–5Y windows, relative / indexed / drawdown modes and the sleeper screen: Baskets tab.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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