+44.9%
SMH vs PWR
+36.2%
+8.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.3% | +0.6% | +2.5% |
| 7D | +0.5% | +4.7% | -4.2% | -2.0% |
| 30D | -14.2% | -12.5% | -1.7% | -8.6% |
| 3M | -11.5% | -9.3% | -2.2% | -7.9% |
| 6M | -12.0% | -22.2% | +10.1% | -1.1% |
| YTD | +40.8% | +44.2% | -3.4% | +11.6% |
| 1Y | +44.9% | +35.5% | +9.3% | +19.3% |
| All | +44.9% | +36.2% | +8.7% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling