+321.0%
SMH vs TE
-48.4%
+369.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.7% | +4.3% | -1.6% |
| 7D | +1.4% | +0.9% | +0.5% | +1.2% |
| 30D | -2.2% | -16.3% | +14.1% | -0.3% |
| 3M | -1.9% | -40.8% | +38.9% | +3.7% |
| 6M | +41.0% | -42.6% | +83.6% | +46.4% |
| YTD | +55.6% | -31.4% | +87.0% | +56.0% |
| 1Y | +86.8% | +144.9% | -58.1% | +54.2% |
| 3Y | +277.7% | -26.0% | +303.7% | +243.4% |
| All | +321.0% | -48.4% | +369.4% | +277.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling