+338.0%
SMH vs TEAM
-53.2%
+391.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | +4.3% | -4.7% | +9.0% | +5.1% |
| 30D | +0.9% | +17.0% | -16.2% | -2.4% |
| 3M | -2.8% | +85.9% | -88.7% | -15.9% |
| 6M | +45.6% | +116.7% | -71.0% | +18.3% |
| YTD | +59.5% | +9.6% | +49.8% | +53.1% |
| 1Y | +93.4% | -2.5% | +96.0% | +90.7% |
| 3Y | +287.1% | -14.0% | +301.1% | +276.8% |
| 5Y | +338.0% | -53.1% | +391.1% | +368.5% |
| All | +338.0% | -53.2% | +391.3% | +368.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling