+879.9%
SMH vs NET
+1,449.6%
-569.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.1% |
| 7D | +2.5% | -7.0% | +9.5% | +4.2% |
| 30D | -0.5% | -4.8% | +4.3% | +0.3% |
| 3M | -9.6% | +3.8% | -13.5% | -11.1% |
| 6M | +42.1% | +50.0% | -8.0% | +23.9% |
| YTD | +57.4% | +41.5% | +16.0% | +37.9% |
| 1Y | +96.2% | +32.8% | +63.4% | +74.0% |
| 3Y | +267.9% | +335.9% | -68.0% | +132.6% |
| 5Y | +327.7% | +113.8% | +213.8% | +179.3% |
| All | +879.9% | +1,449.6% | -569.7% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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