+43.4%
SMH vs GH
+80.5%
-37.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.7% | +0.9% | -2.1% |
| 7D | -11.2% | -7.7% | -3.5% | -9.8% |
| 30D | -20.4% | -10.0% | -10.5% | -19.1% |
| 3M | -12.4% | +5.5% | -17.9% | -13.3% |
| 6M | -0.5% | +84.9% | -85.4% | -12.2% |
| YTD | +40.0% | +65.0% | -25.0% | +25.0% |
| 1Y | +43.4% | +71.8% | -28.4% | +25.6% |
| All | +43.4% | +80.5% | -37.1% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 1y: compounded portfolio wealth divided by compounded GH 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…
1y analysis · Full analysis span regression · 6 months rolling