+277.4%
SMH vs DELL
+647.5%
-370.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.3% | +2.9% | -0.7% |
| 7D | +1.4% | -1.9% | +3.3% | +2.0% |
| 30D | -2.2% | +14.9% | -17.1% | -7.2% |
| 3M | -1.9% | +37.2% | -39.1% | -12.9% |
| 6M | +41.0% | +254.0% | -213.0% | -14.7% |
| YTD | +55.6% | +306.1% | -250.6% | -12.3% |
| 1Y | +86.8% | +312.3% | -225.5% | +3.6% |
| All | +277.4% | +647.5% | -370.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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