+30.6%
ORCL vs SMH
+220.4%
-189.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -1.2% |
| 7D | -11.2% | -11.2% | +0.1% | -5.1% |
| 30D | -18.8% | -25.8% | +6.9% | -4.1% |
| 3M | -18.8% | -18.8% | 0.0% | -8.6% |
| 6M | -39.7% | -15.6% | -24.1% | -34.5% |
| YTD | -39.6% | +28.8% | -68.5% | -48.3% |
| 1Y | -51.7% | +32.6% | -84.3% | -59.2% |
| 3Y | +10.2% | +213.6% | -203.4% | -39.6% |
| All | +30.6% | +220.4% | -189.8% | -31.3% |
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 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