+400.1%
META vs SMH
+1,419.6%
-1,019.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -1.4% |
| 7D | -0.8% | -11.2% | +10.4% | +6.2% |
| 30D | -15.4% | -25.8% | +10.4% | +0.7% |
| 3M | +3.5% | -18.8% | +22.3% | +16.0% |
| 6M | -0.3% | -15.6% | +15.3% | +4.7% |
| YTD | -7.3% | +28.8% | -36.2% | -27.5% |
| 1Y | -1.1% | +32.6% | -33.6% | -24.5% |
| 3Y | +95.1% | +213.6% | -118.6% | -23.7% |
| 5Y | +80.6% | +222.4% | -141.9% | -31.5% |
| All | +400.1% | +1,419.6% | -1,019.5% | -30.7% |
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