+1,158.6%
SMH vs SE
+553.8%
+604.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.8% |
| 7D | +0.3% | -5.2% | +5.5% | +1.5% |
| 30D | -2.8% | -17.1% | +14.3% | +1.5% |
| 3M | -6.7% | +24.0% | -30.7% | -12.5% |
| 6M | +41.8% | +21.0% | +20.8% | +32.9% |
| YTD | +57.9% | -16.7% | +74.6% | +61.1% |
| 1Y | +87.6% | -45.9% | +133.6% | +112.3% |
| 3Y | +282.9% | +177.8% | +105.1% | +181.6% |
| 5Y | +330.4% | -67.4% | +397.8% | +371.4% |
| All | +1,158.6% | +553.8% | +604.8% | +609.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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