-43.3%
ORCL vs SMH
+41.3%
-84.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.3% |
| 7D | +10.4% | +12.1% | -1.7% | +2.8% |
| 30D | -11.2% | -14.7% | +3.5% | -2.1% |
| 3M | -16.8% | -14.2% | -2.6% | -8.4% |
| 6M | -31.5% | -10.6% | -20.9% | -27.6% |
| YTD | -33.9% | +39.3% | -73.2% | -51.0% |
| 1Y | -43.3% | +41.6% | -84.8% | -58.8% |
| All | -43.3% | +41.3% | -84.5% | -58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling