+324.2%
SMH vs PWR
+440.5%
-116.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.7% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | -2.2% | -7.7% | +5.5% | +2.4% |
| 3M | -1.9% | -4.9% | +3.1% | +0.8% |
| 6M | +41.0% | +9.7% | +31.3% | +31.2% |
| YTD | +55.6% | +46.7% | +8.9% | +20.5% |
| 1Y | +86.8% | +58.7% | +28.1% | +37.4% |
| 3Y | +277.7% | +200.7% | +76.9% | +84.4% |
| 5Y | +324.2% | +438.6% | -114.4% | +39.2% |
| All | +324.2% | +440.5% | -116.3% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling