+444.1%
META vs SMH
+1,483.6%
-1,039.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.5% |
| 7D | +3.3% | -6.7% | +10.0% | +7.3% |
| 30D | -10.8% | -19.8% | +9.1% | +1.4% |
| 3M | +7.9% | -15.1% | +23.0% | +17.7% |
| 6M | +5.4% | -14.6% | +20.0% | +10.2% |
| YTD | -2.6% | +34.3% | -36.9% | -25.7% |
| 1Y | +1.9% | +35.2% | -33.3% | -23.1% |
| 3Y | +97.0% | +211.7% | -114.7% | -22.2% |
| 5Y | +97.6% | +240.5% | -142.8% | -27.5% |
| All | +444.1% | +1,483.6% | -1,039.5% | -27.9% |
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