+93.4%
SMH vs PWR
+67.5%
+25.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +1.1% |
| 7D | +4.3% | +2.7% | +1.7% | +2.8% |
| 30D | +0.9% | -5.1% | +6.0% | +3.6% |
| 3M | -2.8% | -9.4% | +6.5% | +2.7% |
| 6M | +45.6% | +10.4% | +35.2% | +36.9% |
| YTD | +59.5% | +48.6% | +10.8% | +25.0% |
| 1Y | +93.4% | +68.0% | +25.4% | +44.1% |
| All | +93.4% | +67.5% | +25.9% | +44.1% |
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