+1,817.6%
SMH vs BRKR
+155.3%
+1,662.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +0.3% | -8.7% | +8.9% | +3.7% |
| 30D | -2.8% | -9.9% | +7.1% | +0.9% |
| 3M | -6.7% | -3.1% | -3.6% | -8.4% |
| 6M | +41.8% | +45.5% | -3.7% | +15.7% |
| YTD | +57.9% | +13.7% | +44.2% | +41.5% |
| 1Y | +87.6% | +67.4% | +20.2% | +40.0% |
| 3Y | +282.9% | -13.2% | +296.2% | +254.0% |
| 5Y | +330.4% | -39.5% | +369.9% | +361.5% |
| All | +1,817.6% | +155.3% | +1,662.3% | +1,038.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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