+1,066.5%
SMH vs GH
+467.1%
+599.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +0.3% | -2.5% | +2.8% | +0.8% |
| 30D | -2.8% | -4.7% | +1.9% | -2.0% |
| 3M | -6.7% | +20.2% | -26.9% | -10.6% |
| 6M | +41.8% | +78.8% | -37.0% | +24.9% |
| YTD | +57.9% | +54.1% | +3.8% | +42.6% |
| 1Y | +87.6% | +177.1% | -89.4% | +49.1% |
| 3Y | +282.9% | +371.6% | -88.7% | +156.5% |
| 5Y | +330.4% | +21.9% | +308.5% | +246.9% |
| All | +1,066.5% | +467.1% | +599.4% | +620.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling