+286.7%
SMH vs PWR
+206.3%
+80.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.2% |
| 7D | +5.2% | +4.5% | +0.7% | +2.5% |
| 30D | -1.5% | -4.9% | +3.3% | +1.2% |
| 3M | -4.1% | -7.9% | +3.8% | +0.3% |
| 6M | +50.8% | +18.3% | +32.4% | +34.1% |
| YTD | +59.3% | +51.5% | +7.8% | +21.0% |
| 1Y | +94.1% | +70.3% | +23.8% | +36.5% |
| 3Y | +286.7% | +210.6% | +76.1% | +94.1% |
| All | +286.7% | +206.3% | +80.4% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling