+725.2%
SMH vs TE
-52.9%
+778.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | -2.8% | -5.9% | +3.1% | -2.3% |
| 3M | -6.7% | -45.6% | +38.9% | -0.5% |
| 6M | +41.8% | -43.4% | +85.1% | +47.3% |
| YTD | +57.9% | -31.0% | +88.9% | +58.2% |
| 1Y | +87.6% | +145.2% | -57.6% | +55.4% |
| 3Y | +282.9% | -24.1% | +307.0% | +241.0% |
| 5Y | +330.4% | -48.1% | +378.5% | +289.3% |
| All | +725.2% | -52.9% | +778.1% | +657.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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