+1,789.8%
SMH vs RTX
+286.9%
+1,502.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.6% |
| 7D | +1.4% | -2.0% | +3.4% | +2.2% |
| 30D | -2.2% | -11.2% | +9.0% | +2.6% |
| 3M | -1.9% | +12.0% | -13.9% | -7.5% |
| 6M | +41.0% | -3.6% | +44.6% | +41.6% |
| YTD | +55.6% | +9.2% | +46.4% | +47.2% |
| 1Y | +86.8% | +29.7% | +57.1% | +62.9% |
| 3Y | +277.7% | +152.0% | +125.7% | +136.0% |
| 5Y | +324.2% | +165.8% | +158.4% | +154.7% |
| All | +1,789.8% | +286.9% | +1,502.9% | +887.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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