+60.0%
SMH vs Q
+78.4%
-18.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.8% |
| 7D | +4.3% | +6.6% | -2.3% | +0.8% |
| 30D | +0.9% | -6.6% | +7.4% | +4.3% |
| 3M | -2.8% | -13.2% | +10.4% | +5.0% |
| 6M | +45.6% | +9.9% | +35.7% | +41.6% |
| YTD | +59.5% | +53.9% | +5.5% | +37.0% |
| All | +60.0% | +78.4% | -18.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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