+17.8%
AVGO vs SMH
+99.4%
-81.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -1.9% |
| 7D | -3.0% | +2.5% | -5.5% | -5.0% |
| 30D | -14.4% | -0.5% | -14.0% | -14.3% |
| 3M | -14.4% | -9.6% | -4.8% | -8.2% |
| 6M | +13.1% | +42.1% | -28.9% | -21.7% |
| YTD | +3.8% | +57.4% | -53.7% | -36.8% |
| 1Y | +17.8% | +96.2% | -78.4% | -40.5% |
| All | +17.8% | +99.4% | -81.6% | -40.5% |
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