+338.0%
SMH vs NDAQ
+52.5%
+285.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +4.3% | -1.6% | +5.9% | +5.0% |
| 30D | +0.9% | -1.5% | +2.3% | +1.4% |
| 3M | -2.8% | +8.0% | -10.9% | -7.8% |
| 6M | +45.6% | +7.7% | +37.9% | +37.1% |
| YTD | +59.5% | -2.3% | +61.8% | +58.6% |
| 1Y | +93.4% | +0.6% | +92.9% | +87.9% |
| 3Y | +287.1% | +90.9% | +196.2% | +142.1% |
| 5Y | +338.0% | +52.5% | +285.6% | +205.9% |
| All | +338.0% | +52.5% | +285.5% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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