+253.2%
SMH vs NET
+36.7%
+216.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.2% | -2.1% |
| 7D | -11.2% | -16.4% | +5.2% | -7.0% |
| 30D | -20.4% | -25.8% | +5.4% | -14.3% |
| 3M | -12.4% | -11.5% | -0.9% | -10.6% |
| 6M | -0.5% | +18.9% | -19.4% | -7.8% |
| YTD | +40.0% | +35.2% | +4.8% | +22.5% |
| 1Y | +43.4% | +14.5% | +28.9% | +31.4% |
| 3Y | +241.9% | +313.8% | -71.9% | +113.6% |
| 5Y | +253.2% | +32.6% | +220.6% | +141.4% |
| All | +253.2% | +36.7% | +216.5% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling