+286.8%
SMH vs GEN
+57.6%
+229.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +4.3% | -2.9% | +7.2% | +5.0% |
| 30D | +0.9% | +2.1% | -1.2% | +0.2% |
| 3M | -2.8% | +19.7% | -22.5% | -8.2% |
| 6M | +45.6% | +33.3% | +12.4% | +31.7% |
| YTD | +59.5% | +11.1% | +48.4% | +54.0% |
| 1Y | +93.4% | +3.0% | +90.4% | +92.4% |
| All | +286.8% | +57.6% | +229.2% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling