+252.1%
INTC vs SMH
+1,868.1%
-1,616.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +1.3% |
| 7D | +7.5% | +0.3% | +7.2% | +7.4% |
| 30D | +2.0% | -2.8% | +4.8% | +5.0% |
| 3M | -12.0% | -6.7% | -5.3% | -4.1% |
| 6M | +114.5% | +41.8% | +72.8% | +68.5% |
| YTD | +179.0% | +57.9% | +121.1% | +102.2% |
| 1Y | +318.3% | +87.6% | +230.6% | +165.7% |
| 3Y | +171.2% | +282.9% | -111.7% | -4.9% |
| 5Y | +107.6% | +330.4% | -222.8% | -36.7% |
| All | +252.1% | +1,868.1% | -1,616.0% | -69.4% |
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