+366.7%
SMH vs APP
+345.7%
+21.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.7% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | -1.5% | -10.0% | +8.5% | +0.4% |
| 3M | -4.1% | -44.6% | +40.6% | +6.4% |
| 6M | +50.8% | -37.9% | +88.6% | +61.5% |
| YTD | +59.3% | -53.7% | +113.0% | +77.8% |
| 1Y | +94.1% | -43.0% | +137.1% | +105.5% |
| 3Y | +286.7% | +640.8% | -354.0% | +114.5% |
| 5Y | +339.4% | +358.8% | -19.4% | +150.0% |
| All | +366.7% | +345.7% | +21.0% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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