+703.5%
AVGO vs SMH
+334.4%
+369.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -0.8% | +4.3% | -5.1% | -4.6% |
| 30D | -13.7% | +0.9% | -14.6% | -14.6% |
| 3M | -6.9% | -2.8% | -4.1% | -6.1% |
| 6M | +5.8% | +45.6% | -39.8% | -28.1% |
| YTD | +5.7% | +59.5% | -53.8% | -34.6% |
| 1Y | +9.0% | +93.4% | -84.4% | -43.7% |
| 3Y | +340.5% | +287.1% | +53.4% | +31.9% |
| All | +703.5% | +334.4% | +369.1% | +115.3% |
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 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