+1,523.4%
SMH vs RSP
+216.5%
+1,306.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +3.8% |
| 7D | +0.5% | -0.3% | +0.8% | +1.3% |
| 30D | -14.2% | +4.4% | -18.7% | -18.6% |
| 3M | -11.5% | +1.3% | -12.8% | -12.9% |
| 6M | -12.0% | +10.0% | -22.0% | -21.8% |
| YTD | +40.8% | +17.6% | +23.2% | +15.6% |
| 1Y | +44.9% | +19.2% | +25.6% | +17.0% |
| 3Y | +226.7% | +66.0% | +160.7% | +79.3% |
| 5Y | +250.6% | +50.4% | +200.2% | +122.7% |
| 10Y | +1,523.4% | +215.7% | +1,307.7% | +355.7% |
| All | +1,523.4% | +216.5% | +1,306.9% | +355.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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