+86.8%
SMH vs GPC
+0.5%
+86.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.5% |
| 7D | +1.4% | -1.8% | +3.1% | +1.3% |
| 30D | -2.2% | +0.1% | -2.3% | -2.2% |
| 3M | -1.9% | +37.4% | -39.2% | -4.6% |
| 6M | +41.0% | +25.4% | +15.6% | +37.4% |
| YTD | +55.6% | +12.2% | +43.4% | +52.0% |
| 1Y | +86.8% | -0.3% | +87.2% | +83.9% |
| All | +86.8% | +0.5% | +86.3% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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