+31,416.6%
AVGO vs SMH
+5,241.8%
+26,174.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -2.3% |
| 7D | -3.0% | +2.5% | -5.5% | -5.4% |
| 30D | -14.4% | -0.5% | -14.0% | -14.3% |
| 3M | -14.4% | -9.6% | -4.8% | -7.5% |
| 6M | +13.1% | +42.1% | -28.9% | -22.0% |
| YTD | +3.8% | +57.4% | -53.7% | -35.6% |
| 1Y | +17.8% | +96.2% | -78.4% | -40.7% |
| 3Y | +325.3% | +267.9% | +57.3% | +22.6% |
| 5Y | +689.9% | +327.7% | +362.3% | +89.1% |
| 10Y | +2,597.0% | +1,764.6% | +832.4% | +38.1% |
| All | +31,416.6% | +5,241.8% | +26,174.8% | +520.6% |
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 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