+286.7%
SMH vs INTU
-40.9%
+327.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +1.8% |
| 7D | +5.2% | -7.5% | +12.8% | +6.4% |
| 30D | -1.5% | -1.9% | +0.4% | -1.6% |
| 3M | -4.1% | +4.9% | -8.9% | -5.6% |
| 6M | +50.8% | -33.2% | +84.0% | +67.4% |
| YTD | +59.3% | -51.4% | +110.7% | +106.3% |
| 1Y | +94.1% | -52.0% | +146.1% | +151.9% |
| 3Y | +286.7% | -40.7% | +327.4% | +314.7% |
| All | +286.7% | -40.9% | +327.6% | +314.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling