+1,077.2%
SMH vs GH
+480.1%
+597.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | +5.2% | -2.1% | +7.3% | +5.7% |
| 30D | -1.5% | -4.5% | +2.9% | -0.8% |
| 3M | -4.1% | +28.9% | -33.0% | -9.3% |
| 6M | +50.8% | +76.5% | -25.8% | +33.1% |
| YTD | +59.3% | +57.6% | +1.7% | +43.3% |
| 1Y | +94.1% | +167.5% | -73.5% | +55.2% |
| 3Y | +286.7% | +377.4% | -90.7% | +158.5% |
| 5Y | +339.4% | +23.8% | +315.6% | +253.1% |
| All | +1,077.2% | +480.1% | +597.1% | +623.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling