+303.3%
SMH vs PATH
-80.2%
+383.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.2% | +5.1% |
| 7D | -4.1% | -2.7% | -1.4% | -3.5% |
| 30D | -19.2% | -3.7% | -15.5% | -18.6% |
| 3M | -16.4% | -13.8% | -2.6% | -14.7% |
| 6M | -14.0% | +20.3% | -34.3% | -19.6% |
| YTD | +35.3% | -20.8% | +56.1% | +37.2% |
| 1Y | +40.4% | -9.2% | +49.7% | +36.0% |
| 3Y | +226.8% | -21.8% | +248.6% | +204.5% |
| 5Y | +232.3% | -77.4% | +309.7% | +253.8% |
| All | +303.3% | -80.2% | +383.5% | +332.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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