+213.6%
SMH vs PLD
+31.5%
+182.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.9% | +4.0% |
| 7D | -11.2% | -0.8% | -10.4% | -10.9% |
| 30D | -25.8% | -0.3% | -25.5% | -25.7% |
| 3M | -18.8% | -8.0% | -10.8% | -16.5% |
| 6M | -15.6% | -9.8% | -5.8% | -13.1% |
| YTD | +28.8% | +1.8% | +27.1% | +26.1% |
| 1Y | +32.6% | +5.6% | +27.0% | +27.7% |
| 3Y | +213.6% | +33.3% | +180.4% | +167.1% |
| All | +213.6% | +31.5% | +182.2% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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