+755.6%
GOOGL vs SMH
+1,868.1%
-1,112.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.0% |
| 7D | 0.0% | +0.3% | -0.3% | -0.2% |
| 30D | -1.4% | -2.8% | +1.4% | -0.3% |
| 3M | -5.3% | -6.7% | +1.4% | -3.7% |
| 6M | +9.8% | +41.8% | -32.0% | -13.0% |
| YTD | +8.4% | +57.9% | -49.5% | -19.8% |
| 1Y | +41.2% | +87.6% | -46.5% | -5.7% |
| 3Y | +149.6% | +282.9% | -133.4% | +2.0% |
| 5Y | +142.6% | +330.4% | -187.8% | -10.9% |
| All | +755.6% | +1,868.1% | -1,112.5% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling