+1,876.8%
SMH vs INTU
+209.2%
+1,667.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.9% |
| 7D | +4.3% | -8.5% | +12.8% | +8.7% |
| 30D | +0.9% | -6.1% | +7.0% | +3.1% |
| 3M | -2.8% | +7.3% | -10.2% | -9.4% |
| 6M | +45.6% | -33.2% | +78.8% | +67.6% |
| YTD | +59.5% | -52.2% | +111.6% | +120.3% |
| 1Y | +93.4% | -52.7% | +146.1% | +167.6% |
| 3Y | +287.1% | -41.6% | +328.7% | +352.0% |
| 5Y | +338.0% | -42.6% | +380.7% | +393.3% |
| 10Y | +1,876.8% | +211.0% | +1,665.8% | +705.7% |
| All | +1,876.8% | +209.2% | +1,667.7% | +705.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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