+213.6%
SMH vs DECK
-13.4%
+227.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.9% |
| 7D | -11.2% | +5.8% | -17.0% | -12.5% |
| 30D | -25.8% | +7.9% | -33.6% | -27.3% |
| 3M | -18.8% | -11.4% | -7.4% | -16.7% |
| 6M | -15.6% | -16.6% | +1.0% | -12.7% |
| YTD | +28.8% | -16.4% | +45.2% | +32.0% |
| 1Y | +32.6% | +8.6% | +23.9% | +24.9% |
| 3Y | +213.6% | -15.1% | +228.7% | +215.3% |
| All | +213.6% | -13.4% | +227.0% | +215.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling