+381.1%
SMH vs RGTI
+54.2%
+326.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.4% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | -2.8% | -17.1% | +14.3% | -1.3% |
| 3M | -6.7% | -26.0% | +19.3% | -4.6% |
| 6M | +41.8% | -9.9% | +51.6% | +41.5% |
| YTD | +57.9% | -31.1% | +88.9% | +60.1% |
| 1Y | +87.6% | -8.5% | +96.1% | +83.6% |
| 3Y | +282.9% | +652.2% | -369.3% | +176.1% |
| 5Y | +330.4% | +56.8% | +273.6% | +256.1% |
| All | +381.1% | +54.2% | +326.8% | +287.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 10y: compounded portfolio wealth divided by compounded RGTI 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…
10y analysis · Full analysis span regression · 6 months rolling