+1,876.8%
SMH vs C
+288.6%
+1,588.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +4.3% | +2.6% | +1.7% | +3.0% |
| 30D | +0.9% | +1.9% | -1.1% | -0.2% |
| 3M | -2.8% | +2.8% | -5.6% | -4.3% |
| 6M | +45.6% | +30.6% | +15.1% | +27.1% |
| YTD | +59.5% | +19.9% | +39.6% | +44.5% |
| 1Y | +93.4% | +44.6% | +48.9% | +59.2% |
| 3Y | +287.1% | +272.1% | +15.0% | +97.9% |
| 5Y | +338.0% | +132.0% | +206.1% | +175.7% |
| 10Y | +1,876.8% | +294.7% | +1,582.2% | +908.8% |
| All | +1,876.8% | +288.6% | +1,588.2% | +908.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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