+1,475.7%
SMH vs C
+216.5%
+1,259.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | +4.9% | +4.2% | +0.7% | +2.8% |
| 30D | -13.8% | +2.0% | -15.8% | -14.4% |
| 3M | -17.4% | -10.1% | -7.3% | -12.8% |
| 6M | -15.0% | +1.0% | -16.0% | -15.3% |
| YTD | +35.2% | +8.5% | +26.7% | +28.9% |
| 1Y | +41.6% | +25.7% | +15.9% | +25.2% |
| 3Y | +215.6% | +216.0% | -0.4% | +74.5% |
| 5Y | +233.2% | +112.3% | +120.9% | +119.4% |
| All | +1,475.7% | +216.5% | +1,259.1% | +788.3% |
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