+276.6%
AVGO vs SMH
+228.8%
+47.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.8% | -0.8% | -0.9% |
| 7D | +6.1% | +0.5% | +5.5% | +5.4% |
| 30D | -2.7% | -14.2% | +11.5% | +13.3% |
| 3M | -16.9% | -11.5% | -5.4% | -6.7% |
| 6M | -19.1% | -12.0% | -7.1% | -11.0% |
| YTD | +0.3% | +40.8% | -40.5% | -36.0% |
| 1Y | -1.2% | +44.9% | -46.0% | -38.6% |
| All | +276.6% | +228.8% | +47.8% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling