+286.8%
SMH vs TECH
+1.4%
+285.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +4.3% | -0.1% | +4.4% | +4.3% |
| 30D | +0.9% | +0.3% | +0.6% | +0.8% |
| 3M | -2.8% | +32.9% | -35.8% | -9.9% |
| 6M | +45.6% | +32.1% | +13.6% | +33.2% |
| YTD | +59.5% | +23.4% | +36.1% | +48.0% |
| 1Y | +93.4% | +34.1% | +59.4% | +73.6% |
| All | +286.8% | +1.4% | +285.4% | +270.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling