+10.2%
ORCL vs SMH
+214.0%
-203.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -1.5% |
| 7D | -11.2% | -11.2% | +0.1% | -4.3% |
| 30D | -18.8% | -25.8% | +6.9% | -2.2% |
| 3M | -18.8% | -18.8% | 0.0% | -7.4% |
| 6M | -39.7% | -15.6% | -24.1% | -34.1% |
| YTD | -39.6% | +28.8% | -68.5% | -50.0% |
| 1Y | -51.7% | +32.6% | -84.3% | -60.7% |
| 3Y | +10.2% | +213.6% | -203.4% | -42.3% |
| All | +10.2% | +214.0% | -203.8% | -42.3% |
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