+1,253.2%
SMH vs GE
+150.0%
+1,103.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.1% |
| 7D | +2.5% | -1.6% | +4.1% | +3.3% |
| 30D | -0.5% | -11.6% | +11.1% | +5.4% |
| 3M | -9.6% | +3.0% | -12.7% | -11.4% |
| 6M | +42.1% | -0.5% | +42.6% | +40.8% |
| YTD | +57.4% | +9.7% | +47.7% | +48.2% |
| 1Y | +96.2% | +20.0% | +76.2% | +76.5% |
| 3Y | +267.9% | +275.8% | -7.9% | +87.7% |
| 5Y | +327.7% | +429.1% | -101.4% | +82.7% |
| 10Y | +1,764.6% | +151.2% | +1,613.5% | +914.3% |
| All | +1,253.2% | +150.0% | +1,103.2% | +511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling