+587.4%
SMH vs OPEN
-88.5%
+675.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.5% | +8.5% | 0.0% |
| 7D | +12.1% | -31.0% | +43.1% | +16.2% |
| 30D | -14.7% | -41.5% | +26.8% | -10.2% |
| 3M | -14.2% | -64.6% | +50.4% | -4.6% |
| 6M | -10.6% | -73.8% | +63.2% | +2.2% |
| YTD | +39.3% | -78.8% | +118.1% | +61.6% |
| 1Y | +41.6% | -86.8% | +128.4% | +72.2% |
| 3Y | +223.4% | -40.6% | +264.0% | +169.2% |
| 5Y | +243.5% | -94.7% | +338.1% | +249.0% |
| All | +587.4% | -88.5% | +675.9% | +523.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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