+2,206.1%
SMH vs GDDY
+390.3%
+1,815.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | +0.3% | -3.2% | +3.5% | +1.1% |
| 30D | -2.8% | +6.8% | -9.6% | -5.7% |
| 3M | -6.7% | +30.5% | -37.2% | -18.1% |
| 6M | +41.8% | +13.3% | +28.4% | +29.1% |
| YTD | +57.9% | -21.0% | +78.8% | +63.4% |
| 1Y | +87.6% | -34.0% | +121.6% | +108.7% |
| 3Y | +282.9% | +33.1% | +249.9% | +212.8% |
| 5Y | +330.4% | +30.3% | +300.1% | +252.4% |
| 10Y | +1,857.0% | +205.5% | +1,651.5% | +1,208.1% |
| All | +2,206.1% | +390.3% | +1,815.7% | +1,433.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 all: compounded portfolio wealth divided by compounded GDDY 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…
all analysis · Full analysis span regression · 6 months rolling