+31.5%
ORCL vs SMH
+280.0%
-248.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +1.5% |
| 7D | +5.3% | +2.5% | +2.7% | +3.8% |
| 30D | +10.0% | -0.5% | +10.4% | +10.2% |
| 3M | -32.6% | -9.6% | -22.9% | -29.2% |
| 6M | +4.9% | +42.1% | -37.1% | -18.0% |
| YTD | -17.8% | +57.4% | -75.2% | -40.1% |
| 1Y | -28.0% | +96.2% | -124.2% | -54.3% |
| All | +31.5% | +280.0% | -248.5% | -44.2% |
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