+177.3%
INTC vs SMH
+1,285.9%
-1,108.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.2% | +7.9% | +8.0% |
| 7D | +17.4% | +5.2% | +12.2% | +12.4% |
| 30D | +2.8% | -1.5% | +4.3% | +4.6% |
| 3M | -5.3% | -4.1% | -1.2% | +0.7% |
| 6M | +140.6% | +50.8% | +89.8% | +77.4% |
| YTD | +183.1% | +59.3% | +123.8% | +100.4% |
| 1Y | +326.8% | +94.1% | +232.7% | +156.8% |
| 3Y | +179.4% | +286.7% | -107.3% | -9.5% |
| 5Y | +111.7% | +339.4% | -227.7% | -41.7% |
| 10Y | +253.8% | +1,803.3% | -1,549.4% | -74.1% |
| All | +177.3% | +1,285.9% | -1,108.6% | -77.0% |
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