+102.3%
INTC vs SMH
+323.8%
-221.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.1% | -3.4% |
| 7D | +9.4% | +1.4% | +8.0% | +8.3% |
| 30D | +2.7% | -2.2% | +4.9% | +5.2% |
| 3M | -6.3% | -1.9% | -4.4% | -2.0% |
| 6M | +114.5% | +41.0% | +73.4% | +70.3% |
| YTD | +171.9% | +55.6% | +116.3% | +101.5% |
| 1Y | +305.0% | +86.8% | +218.2% | +162.8% |
| 3Y | +168.3% | +277.7% | -109.3% | +2.3% |
| 5Y | +102.3% | +324.2% | -221.9% | -34.5% |
| All | +102.3% | +323.8% | -221.5% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling