+334.3%
SMH vs INTU
-38.3%
+372.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.9% |
| 7D | +2.5% | -7.1% | +9.6% | +5.3% |
| 30D | -0.5% | +1.5% | -1.9% | -1.7% |
| 3M | -9.6% | +10.7% | -20.3% | -15.0% |
| 6M | +42.1% | -23.8% | +65.9% | +51.6% |
| YTD | +57.4% | -49.3% | +106.7% | +108.6% |
| 1Y | +96.2% | -49.7% | +145.9% | +159.7% |
| 3Y | +267.9% | -38.0% | +305.9% | +313.8% |
| All | +334.3% | -38.3% | +372.6% | +359.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling