+1,253.2%
SMH vs GEN
+889.2%
+364.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.4% |
| 7D | +2.5% | -1.2% | +3.7% | +2.9% |
| 30D | -0.5% | +10.1% | -10.6% | -4.2% |
| 3M | -9.6% | +16.1% | -25.7% | -15.6% |
| 6M | +42.1% | +38.9% | +3.2% | +22.6% |
| YTD | +57.4% | +14.4% | +43.0% | +45.6% |
| 1Y | +96.2% | +5.9% | +90.4% | +86.4% |
| 3Y | +267.9% | +58.8% | +209.1% | +194.2% |
| 5Y | +327.7% | +24.7% | +303.0% | +266.0% |
| 10Y | +1,764.6% | +163.1% | +1,601.6% | +976.9% |
| All | +1,253.2% | +889.2% | +364.0% | +197.0% |
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