+282.9%
SMH vs OSCR
+401.8%
-118.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +0.3% | +1.6% | -1.3% | +0.1% |
| 30D | -2.8% | +10.7% | -13.5% | -3.7% |
| 3M | -6.7% | +13.4% | -20.1% | -8.2% |
| 6M | +41.8% | +144.6% | -102.8% | +28.0% |
| YTD | +57.9% | +128.0% | -70.2% | +43.2% |
| 1Y | +87.6% | +68.7% | +19.0% | +73.4% |
| 3Y | +282.9% | +398.8% | -115.8% | +207.0% |
| All | +282.9% | +401.8% | -118.9% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 3y: compounded portfolio wealth divided by compounded OSCR 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…
3y analysis · Full analysis span regression · 6 months rolling