+2,202.8%
SMH vs TEAM
+802.8%
+1,400.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +3.2% |
| 7D | +2.5% | -0.4% | +3.0% | +2.6% |
| 30D | -0.5% | +67.3% | -67.8% | -12.1% |
| 3M | -9.6% | +86.8% | -96.4% | -23.4% |
| 6M | +42.1% | +146.8% | -104.7% | +9.0% |
| YTD | +57.4% | +16.9% | +40.5% | +44.8% |
| 1Y | +96.2% | +12.8% | +83.4% | +81.0% |
| 3Y | +267.9% | -7.3% | +275.2% | +242.1% |
| 5Y | +327.7% | -50.7% | +378.4% | +331.3% |
| 10Y | +1,764.6% | +529.8% | +1,234.8% | +964.6% |
| All | +2,202.8% | +802.8% | +1,400.0% | +1,165.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling