+375.1%
META vs SMH
+1,805.9%
-1,430.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.3% |
| 7D | +6.0% | +5.2% | +0.8% | +2.7% |
| 30D | +3.6% | -1.5% | +5.2% | +4.2% |
| 3M | +4.9% | -4.1% | +9.0% | +4.3% |
| 6M | -4.7% | +50.8% | -55.5% | -30.9% |
| YTD | -6.9% | +59.3% | -66.2% | -35.4% |
| 1Y | -18.2% | +94.1% | -112.3% | -50.8% |
| 3Y | +107.8% | +286.7% | -179.0% | -27.6% |
| 5Y | +63.9% | +339.4% | -275.5% | -48.0% |
| 10Y | +375.1% | +1,803.3% | -1,428.2% | -42.0% |
| All | +375.1% | +1,805.9% | -1,430.8% | -42.0% |
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 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