+1,475.7%
SMH vs GE
+150.1%
+1,325.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | +4.9% | +2.7% | +2.3% | +3.9% |
| 30D | -13.8% | +8.1% | -21.9% | -16.3% |
| 3M | -17.4% | -7.9% | -9.5% | -15.0% |
| 6M | -15.0% | +12.9% | -27.9% | -19.3% |
| YTD | +35.2% | +8.2% | +27.0% | +29.8% |
| 1Y | +41.6% | +9.7% | +31.9% | +35.1% |
| 3Y | +215.6% | +266.1% | -50.5% | +94.9% |
| 5Y | +233.2% | +407.4% | -174.2% | +81.0% |
| All | +1,475.7% | +150.1% | +1,325.6% | +693.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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