+338.0%
SMH vs HAL
+112.2%
+225.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +4.3% | -1.3% | +5.7% | +4.7% |
| 30D | +0.9% | +10.9% | -10.0% | -1.8% |
| 3M | -2.8% | -5.8% | +3.0% | -1.7% |
| 6M | +45.6% | +8.1% | +37.5% | +41.6% |
| YTD | +59.5% | +33.2% | +26.3% | +46.4% |
| 1Y | +93.4% | +74.2% | +19.3% | +64.4% |
| 3Y | +287.1% | -3.7% | +290.8% | +266.6% |
| 5Y | +338.0% | +111.9% | +226.2% | +244.4% |
| All | +338.0% | +112.2% | +225.8% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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