+570.0%
AVGO vs SMH
+231.0%
+339.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.0% | -1.8% | -2.0% |
| 7D | +18.2% | +4.9% | +13.2% | +13.1% |
| 30D | +0.2% | -13.8% | +14.0% | +14.8% |
| 3M | -16.8% | -17.4% | +0.6% | -1.2% |
| 6M | -16.5% | -15.0% | -1.5% | -5.1% |
| YTD | +0.8% | +35.2% | -34.3% | -27.7% |
| 1Y | +2.8% | +41.6% | -38.8% | -29.2% |
| 3Y | +278.5% | +215.6% | +62.9% | +34.5% |
| All | +570.0% | +231.0% | +339.0% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling