+250.5%
SMH vs DECK
+27.7%
+222.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.0% | -8.7% | -4.7% |
| 7D | -11.2% | +10.4% | -21.5% | -14.2% |
| 30D | -20.4% | +11.1% | -31.5% | -23.5% |
| 3M | -12.4% | -10.8% | -1.6% | -9.6% |
| 6M | -0.5% | -8.7% | +8.2% | +0.7% |
| YTD | +40.0% | -14.0% | +54.1% | +42.8% |
| 1Y | +43.4% | +12.0% | +31.4% | +31.5% |
| 3Y | +241.9% | -10.5% | +252.3% | +204.9% |
| All | +250.5% | +27.7% | +222.7% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling