+363.4%
ORCL vs SMH
+1,805.9%
-1,442.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +1.8% |
| 7D | +15.0% | +5.2% | +9.8% | +12.1% |
| 30D | +10.5% | -1.5% | +12.1% | +11.4% |
| 3M | -23.0% | -4.1% | -18.9% | -22.1% |
| 6M | +7.0% | +50.8% | -43.8% | -14.4% |
| YTD | -15.8% | +59.3% | -75.1% | -34.7% |
| 1Y | -31.1% | +94.1% | -125.2% | -51.4% |
| 3Y | +33.3% | +286.7% | -253.4% | -32.8% |
| 5Y | +94.3% | +339.4% | -245.1% | -10.7% |
| 10Y | +363.4% | +1,803.3% | -1,439.9% | -3.5% |
| All | +363.4% | +1,805.9% | -1,442.5% | -3.5% |
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