+1,817.6%
SMH vs EQT
+50.4%
+1,767.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | +0.3% | -2.0% | +2.3% | +0.6% |
| 30D | -2.8% | 0.0% | -2.8% | -2.8% |
| 3M | -6.7% | +5.9% | -12.7% | -7.8% |
| 6M | +41.8% | -14.8% | +56.6% | +44.9% |
| YTD | +57.9% | +1.8% | +56.1% | +56.4% |
| 1Y | +87.6% | +7.4% | +80.3% | +83.9% |
| 3Y | +282.9% | +33.6% | +249.3% | +259.0% |
| 5Y | +330.4% | +199.3% | +131.1% | +254.1% |
| All | +1,817.6% | +50.4% | +1,767.2% | +1,437.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling