+282.9%
SMH vs P
+147.6%
+135.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.9% | -0.1% |
| 7D | +0.3% | -1.3% | +1.6% | +0.7% |
| 30D | -2.8% | -11.9% | +9.1% | +1.0% |
| 3M | -6.7% | +41.6% | -48.3% | -18.9% |
| 6M | +41.8% | +58.1% | -16.4% | +16.8% |
| YTD | +57.9% | +46.5% | +11.4% | +32.2% |
| 1Y | +87.6% | +19.1% | +68.6% | +63.9% |
| 3Y | +282.9% | +150.6% | +132.3% | +138.9% |
| All | +282.9% | +147.6% | +135.3% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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