+131.4%
SMH vs GLXY
+3.8%
+127.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | +0.3% | -7.3% | +7.6% | +1.8% |
| 30D | -2.8% | +15.7% | -18.5% | -6.1% |
| 3M | -6.7% | -26.7% | +19.9% | -2.4% |
| 6M | +41.8% | +13.7% | +28.1% | +36.1% |
| YTD | +57.9% | +9.1% | +48.7% | +50.2% |
| 1Y | +87.6% | -15.5% | +103.1% | +85.4% |
| All | +131.4% | +3.8% | +127.6% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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