+1,789.8%
SMH vs ALL
+361.5%
+1,428.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | +1.4% | -4.3% | +5.7% | +2.6% |
| 30D | -2.2% | -3.6% | +1.4% | -1.3% |
| 3M | -1.9% | +13.2% | -15.1% | -6.7% |
| 6M | +41.0% | +22.5% | +18.5% | +29.6% |
| YTD | +55.6% | +22.7% | +32.9% | +42.2% |
| 1Y | +86.8% | +28.3% | +58.5% | +67.1% |
| 3Y | +277.7% | +152.0% | +125.6% | +141.6% |
| 5Y | +324.2% | +115.4% | +208.7% | +182.3% |
| All | +1,789.8% | +361.5% | +1,428.2% | +781.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling