+91.3%
META vs SMH
+225.4%
-134.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | +3.1% | +12.1% | -9.0% | -1.9% |
| 30D | -18.2% | -14.7% | -3.5% | -12.9% |
| 3M | +7.8% | -14.2% | +22.0% | +14.2% |
| 6M | +3.6% | -10.6% | +14.2% | +4.8% |
| YTD | -5.3% | +39.3% | -44.6% | -25.1% |
| 1Y | +2.7% | +41.6% | -38.8% | -19.7% |
| All | +91.3% | +225.4% | -134.1% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling