+1,109.9%
SMH vs PWR
+1,149.6%
-39.7%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.3% | +0.6% | +3.5% |
| 7D | +0.5% | +4.7% | -4.2% | -0.8% |
| 30D | -14.2% | -12.5% | -1.7% | -10.7% |
| 3M | -11.5% | -9.3% | -2.2% | -9.0% |
| 6M | -12.0% | -22.2% | +10.1% | -5.1% |
| YTD | +40.8% | +44.2% | -3.4% | +25.0% |
| 1Y | +44.9% | +35.5% | +9.3% | +31.1% |
| 3Y | +226.7% | +250.4% | -23.7% | +123.1% |
| 5Y | +250.6% | +425.6% | -175.0% | +112.1% |
| 10Y | +1,523.4% | +1,874.2% | -350.8% | +567.4% |
| All | +1,109.9% | +1,149.6% | -39.7% | +244.7% |
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