+43.4%
SMH vs TECH
+19.5%
+23.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.8% |
| 7D | -11.2% | +0.1% | -11.2% | -11.2% |
| 30D | -20.4% | +0.2% | -20.7% | -20.5% |
| 3M | -12.4% | +1.0% | -13.4% | -12.5% |
| 6M | -0.5% | +33.3% | -33.8% | -3.7% |
| YTD | +40.0% | +24.2% | +15.8% | +34.0% |
| 1Y | +43.4% | +19.7% | +23.7% | +37.5% |
| All | +43.4% | +19.5% | +23.9% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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