+87.6%
SMH vs PFGC
-10.1%
+97.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +0.3% | -4.8% | +5.0% | +0.5% |
| 30D | -2.8% | -12.5% | +9.8% | -2.1% |
| 3M | -6.7% | -9.7% | +3.0% | -7.1% |
| 6M | +41.8% | +7.0% | +34.7% | +35.6% |
| YTD | +57.9% | +4.5% | +53.4% | +54.4% |
| 1Y | +87.6% | -11.6% | +99.2% | +76.0% |
| All | +87.6% | -10.1% | +97.7% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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