+36.3%
SMH vs DECK
+9.7%
+26.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.3% | +0.8% | +4.8% |
| 7D | -4.1% | +6.4% | -10.5% | -4.4% |
| 30D | -19.2% | +9.1% | -28.3% | -19.6% |
| 3M | -16.4% | -7.2% | -9.1% | -15.9% |
| 6M | -14.0% | -9.9% | -4.0% | -13.6% |
| YTD | +35.3% | -12.8% | +48.1% | +37.2% |
| All | +36.3% | +9.7% | +26.6% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 1y: compounded portfolio wealth divided by compounded DECK 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…
1y analysis · Full analysis span regression · 6 months rolling