+805.7%
QQQ vs SMH
+1,287.3%
-481.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.0% | +4.3% | -3.3% | -1.7% |
| 30D | -0.6% | +0.9% | -1.5% | -1.4% |
| 3M | +1.3% | -2.8% | +4.1% | +1.7% |
| 6M | +18.1% | +45.6% | -27.5% | -9.1% |
| YTD | +16.9% | +59.5% | -42.6% | -15.6% |
| 1Y | +24.0% | +93.4% | -69.5% | -21.3% |
| 3Y | +95.6% | +287.1% | -191.5% | -24.2% |
| 5Y | +94.5% | +338.0% | -243.5% | -32.4% |
| 10Y | +571.7% | +1,876.8% | -1,305.1% | -16.4% |
| All | +805.7% | +1,287.3% | -481.6% | +7.4% |
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