+1,253.2%
SMH vs PWR
+1,183.2%
+70.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +2.5% | +3.6% | -1.1% | +1.4% |
| 30D | -0.5% | -8.6% | +8.1% | +2.3% |
| 3M | -9.6% | -13.2% | +3.5% | -5.5% |
| 6M | +42.1% | +9.9% | +32.2% | +37.6% |
| YTD | +57.4% | +48.0% | +9.4% | +39.0% |
| 1Y | +96.2% | +66.2% | +30.1% | +67.2% |
| 3Y | +267.9% | +195.1% | +72.8% | +163.5% |
| 5Y | +327.7% | +442.6% | -114.9% | +156.5% |
| 10Y | +1,764.6% | +2,334.2% | -569.6% | +626.3% |
| All | +1,253.2% | +1,183.2% | +70.0% | +283.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling