+1,097.4%
SMH vs GEN
+858.2%
+239.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.1% |
| 7D | +12.1% | -3.0% | +15.0% | +13.3% |
| 30D | -14.7% | +24.7% | -39.4% | -22.2% |
| 3M | -14.2% | +4.1% | -18.3% | -17.4% |
| 6M | -10.6% | +36.0% | -46.6% | -23.3% |
| YTD | +39.3% | +10.9% | +28.5% | +27.7% |
| 1Y | +41.6% | +12.2% | +29.4% | +29.0% |
| 3Y | +223.4% | +63.3% | +160.0% | +151.1% |
| 5Y | +243.5% | +29.0% | +214.4% | +184.4% |
| 10Y | +1,506.6% | +147.5% | +1,359.2% | +832.3% |
| All | +1,097.4% | +858.2% | +239.2% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling