+93.2%
SMH vs PCG
+2.9%
+90.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.5% | +1.4% |
| 7D | +5.2% | +5.4% | -0.2% | +5.5% |
| 30D | -1.5% | -15.1% | +13.6% | -2.0% |
| 3M | -4.1% | -9.8% | +5.7% | -3.8% |
| 6M | +50.8% | -18.0% | +68.8% | +51.1% |
| YTD | +59.3% | -7.2% | +66.6% | +63.2% |
| All | +93.2% | +2.9% | +90.4% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling