+43.4%
SMH vs TEAM
+8.9%
+34.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.8% |
| 7D | -11.2% | -13.7% | +2.6% | -11.9% |
| 30D | -20.4% | -3.4% | -17.0% | -20.5% |
| 3M | -12.4% | +72.1% | -84.5% | -8.8% |
| 6M | -0.5% | +103.8% | -104.3% | +6.8% |
| YTD | +40.0% | +17.1% | +22.9% | +57.2% |
| 1Y | +43.4% | +15.1% | +28.3% | +61.9% |
| All | +43.4% | +8.9% | +34.5% | +61.9% |
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