+243.5%
SMH vs GEN
+31.4%
+212.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.3% |
| 7D | +12.1% | -3.0% | +15.0% | +12.9% |
| 30D | -14.7% | +24.7% | -39.4% | -19.9% |
| 3M | -14.2% | +4.1% | -18.3% | -16.1% |
| 6M | -10.6% | +36.0% | -46.6% | -21.1% |
| YTD | +39.3% | +10.9% | +28.5% | +31.7% |
| 1Y | +41.6% | +12.2% | +29.4% | +33.0% |
| 3Y | +223.4% | +63.3% | +160.0% | +160.3% |
| 5Y | +243.5% | +29.0% | +214.4% | +186.5% |
| All | +243.5% | +31.4% | +212.1% | +186.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling