+106.4%
SMH vs GLXY
-32.0%
+138.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +13.2% | -8.4% | +1.8% |
| 7D | +0.5% | +14.3% | -13.8% | -2.5% |
| 30D | -14.2% | -19.6% | +5.4% | -11.1% |
| 3M | -11.5% | -20.7% | +9.2% | -8.7% |
| 6M | -12.0% | -49.6% | +37.6% | -2.1% |
| YTD | +40.8% | -28.6% | +69.3% | +44.6% |
| 1Y | +44.9% | -48.0% | +92.9% | +54.5% |
| All | +106.4% | -32.0% | +138.4% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling