+327.2%
SMH vs DLTR
+30.4%
+296.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +0.3% | -10.1% | +10.4% | +1.7% |
| 30D | -2.8% | -8.1% | +5.3% | -1.8% |
| 3M | -6.7% | +2.9% | -9.6% | -7.7% |
| 6M | +41.8% | +4.3% | +37.4% | +39.4% |
| YTD | +57.9% | -3.9% | +61.8% | +57.1% |
| 1Y | +87.6% | +18.9% | +68.7% | +79.5% |
| 3Y | +282.9% | +1.9% | +281.0% | +268.4% |
| All | +327.2% | +30.4% | +296.8% | +332.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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