+324.2%
SMH vs TECH
-42.4%
+366.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +1.4% | -0.5% | +1.9% | +1.6% |
| 30D | -2.2% | 0.0% | -2.2% | -2.2% |
| 3M | -1.9% | +37.4% | -39.3% | -12.8% |
| 6M | +41.0% | +36.9% | +4.1% | +22.4% |
| YTD | +55.6% | +23.1% | +32.5% | +39.8% |
| 1Y | +86.8% | +42.2% | +44.6% | +56.5% |
| 3Y | +277.7% | +1.9% | +275.7% | +245.5% |
| 5Y | +324.2% | -42.9% | +367.1% | +388.0% |
| All | +324.2% | -42.4% | +366.6% | +388.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling