+282.9%
SMH vs GPN
-27.6%
+310.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +0.3% | -4.6% | +4.9% | +1.3% |
| 30D | -2.8% | -0.3% | -2.5% | -2.9% |
| 3M | -6.7% | +35.4% | -42.1% | -14.8% |
| 6M | +41.8% | +21.7% | +20.1% | +32.7% |
| YTD | +57.9% | +14.9% | +43.0% | +49.5% |
| 1Y | +87.6% | +3.2% | +84.4% | +83.5% |
| 3Y | +282.9% | -27.1% | +310.1% | +319.4% |
| All | +282.9% | -27.6% | +310.5% | +319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 3y: compounded portfolio wealth divided by compounded GPN 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…
3y analysis · Full analysis span regression · 6 months rolling