+233.7%
SMH vs ASTS
+148.1%
+85.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.5% | +2.5% | -2.3% |
| 7D | +4.9% | +0.8% | +4.1% | +4.7% |
| 30D | -13.8% | -22.6% | +8.8% | -11.3% |
| 3M | -17.4% | -54.4% | +37.0% | -10.0% |
| 6M | -15.0% | -56.4% | +41.5% | -8.1% |
| YTD | +35.2% | -55.1% | +90.3% | +42.7% |
| 1Y | +41.6% | -46.9% | +88.5% | +45.8% |
| 3Y | +215.6% | +715.0% | -499.4% | +123.6% |
| All | +233.7% | +148.1% | +85.6% | +156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 ASTS 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