+1,817.6%
SMH vs NOK
+144.6%
+1,673.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.8% | -3.3% | 0.0% |
| 7D | +0.3% | +11.0% | -10.7% | -2.9% |
| 30D | -2.8% | +7.8% | -10.6% | -5.0% |
| 3M | -6.7% | -21.0% | +14.3% | -0.5% |
| 6M | +41.8% | +40.9% | +0.9% | +27.2% |
| YTD | +57.9% | +72.0% | -14.2% | +33.3% |
| 1Y | +87.6% | +140.9% | -53.3% | +41.7% |
| 3Y | +282.9% | +194.3% | +88.7% | +167.8% |
| 5Y | +330.4% | +112.5% | +217.9% | +227.9% |
| All | +1,817.6% | +144.6% | +1,673.0% | +1,138.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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