+875.7%
NVDA vs SMH
+323.8%
+551.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.2% | +0.6% |
| 7D | -4.3% | +1.4% | -5.7% | -6.0% |
| 30D | +0.5% | -2.2% | +2.7% | +3.2% |
| 3M | +9.1% | -1.9% | +10.9% | +7.0% |
| 6M | +18.5% | +41.0% | -22.6% | -29.6% |
| YTD | +17.4% | +55.6% | -38.2% | -39.3% |
| 1Y | +23.4% | +86.8% | -63.4% | -50.6% |
| 3Y | +380.6% | +277.7% | +102.9% | -27.4% |
| 5Y | +875.7% | +324.2% | +551.6% | +38.0% |
| All | +875.7% | +323.8% | +551.9% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling