+30,355.4%
AVGO vs SMH
+4,676.1%
+25,679.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.8% | -0.8% | -0.6% |
| 7D | +6.1% | +0.5% | +5.5% | +5.5% |
| 30D | -2.7% | -14.2% | +11.5% | +12.4% |
| 3M | -16.9% | -11.5% | -5.4% | -7.1% |
| 6M | -19.1% | -12.0% | -7.1% | -10.9% |
| YTD | +0.3% | +40.8% | -40.5% | -30.9% |
| 1Y | -1.2% | +44.9% | -46.0% | -33.5% |
| 3Y | +272.4% | +226.7% | +45.7% | +19.8% |
| 5Y | +579.0% | +250.6% | +328.4% | +97.0% |
| 10Y | +2,584.7% | +1,523.4% | +1,061.3% | +57.0% |
| All | +30,355.4% | +4,676.1% | +25,679.3% | +564.9% |
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