+268.5%
ORCL vs SMH
+1,068.3%
-799.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.0% |
| 7D | -6.5% | -6.7% | +0.2% | -2.7% |
| 30D | -16.6% | -19.8% | +3.3% | -4.4% |
| 3M | -21.6% | -15.1% | -6.5% | -13.3% |
| 6M | -39.4% | -14.6% | -24.7% | -34.2% |
| YTD | -38.7% | +34.3% | -73.0% | -50.0% |
| 1Y | -50.4% | +35.2% | -85.6% | -59.6% |
| 3Y | +8.1% | +211.7% | -203.6% | -48.4% |
| 5Y | +34.5% | +240.5% | -205.9% | -42.4% |
| 10Y | +246.0% | +1,487.3% | -1,241.3% | -50.9% |
| All | +268.5% | +1,068.3% | -799.7% | -53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling