+1,475.7%
SMH vs PWR
+1,844.4%
-368.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.6% |
| 7D | +4.9% | +11.3% | -6.4% | -1.1% |
| 30D | -13.8% | -8.9% | -5.0% | -10.0% |
| 3M | -17.4% | -10.5% | -6.9% | -13.2% |
| 6M | -15.0% | -22.2% | +7.2% | -3.8% |
| YTD | +35.2% | +42.7% | -7.6% | +8.2% |
| 1Y | +41.6% | +41.1% | +0.5% | +13.9% |
| 3Y | +215.6% | +242.7% | -27.1% | +55.8% |
| 5Y | +233.2% | +418.5% | -185.3% | +29.9% |
| All | +1,475.7% | +1,844.4% | -368.8% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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