+289.3%
INTC vs SMH
+99.4%
+189.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +0.8% |
| 7D | +7.1% | +2.5% | +4.6% | +3.3% |
| 30D | -5.2% | -0.5% | -4.7% | -4.4% |
| 3M | -14.3% | -9.6% | -4.7% | +0.7% |
| 6M | +110.2% | +42.1% | +68.1% | +33.8% |
| YTD | +159.6% | +57.4% | +102.2% | +46.3% |
| 1Y | +289.3% | +96.2% | +193.0% | +23.7% |
| All | +289.3% | +99.4% | +189.9% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling