+96.2%
SMH vs TEAM
+11.3%
+84.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +2.5% |
| 7D | +2.5% | -0.4% | +3.0% | +2.5% |
| 30D | -0.5% | +67.3% | -67.8% | +2.8% |
| 3M | -9.6% | +86.8% | -96.4% | -4.4% |
| 6M | +42.1% | +146.8% | -104.7% | +51.1% |
| YTD | +57.4% | +16.9% | +40.5% | +73.1% |
| 1Y | +96.2% | +12.8% | +83.4% | +114.0% |
| All | +96.2% | +11.3% | +84.9% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 1y: compounded portfolio wealth divided by compounded TEAM 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…
1y analysis · Full analysis span regression · 6 months rolling