+46,213.6%
AAPL vs SMH
+1,285.9%
+44,927.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.9% |
| 7D | -2.7% | +5.2% | -8.0% | -5.6% |
| 30D | +1.0% | -1.5% | +2.5% | +1.4% |
| 3M | +5.0% | -4.1% | +9.0% | +4.1% |
| 6M | +23.0% | +50.8% | -27.7% | -8.2% |
| YTD | +16.6% | +59.3% | -42.7% | -16.5% |
| 1Y | +33.4% | +94.1% | -60.7% | -16.0% |
| 3Y | +79.9% | +286.7% | -206.8% | -30.5% |
| 5Y | +109.0% | +339.4% | -230.4% | -27.9% |
| 10Y | +1,210.4% | +1,803.3% | -592.8% | +78.7% |
| All | +46,213.6% | +1,285.9% | +44,927.6% | +6,907.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling