+324.2%
SMH vs GE
+415.9%
-91.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | +1.4% | -2.8% | +4.2% | +3.0% |
| 30D | -2.2% | -11.9% | +9.7% | +4.9% |
| 3M | -1.9% | +1.8% | -3.7% | -3.6% |
| 6M | +41.0% | -0.6% | +41.6% | +39.1% |
| YTD | +55.6% | +5.5% | +50.1% | +47.2% |
| 1Y | +86.8% | +15.0% | +71.9% | +67.2% |
| 3Y | +277.7% | +269.5% | +8.1% | +59.0% |
| 5Y | +324.2% | +422.4% | -98.3% | +30.7% |
| All | +324.2% | +415.9% | -91.8% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling