+30,513.3%
AVGO vs SMH
+4,485.7%
+26,027.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.0% | -1.8% | -1.9% |
| 7D | +18.2% | +4.9% | +13.2% | +13.0% |
| 30D | +0.2% | -13.8% | +14.0% | +15.3% |
| 3M | -16.8% | -17.4% | +0.6% | -0.7% |
| 6M | -16.5% | -15.0% | -1.5% | -4.8% |
| YTD | +0.8% | +35.2% | -34.3% | -27.8% |
| 1Y | +2.8% | +41.6% | -38.8% | -29.3% |
| 3Y | +278.5% | +215.6% | +62.9% | +25.9% |
| 5Y | +573.1% | +233.2% | +339.8% | +105.1% |
| 10Y | +2,598.7% | +1,458.7% | +1,140.0% | +64.0% |
| All | +30,513.3% | +4,485.7% | +26,027.6% | +594.9% |
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