+1,061.7%
SMH vs TECH
+611.8%
+449.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.0% | -3.0% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | -13.8% | +0.5% | -14.3% | -14.0% |
| 3M | -17.4% | +1.1% | -18.5% | -17.7% |
| 6M | -15.0% | +62.8% | -77.8% | -29.1% |
| YTD | +35.2% | +24.5% | +10.7% | +20.8% |
| 1Y | +41.6% | +20.6% | +21.0% | +27.8% |
| 3Y | +215.6% | +29.5% | +186.2% | +165.2% |
| 5Y | +233.2% | -40.9% | +274.1% | +268.0% |
| 10Y | +1,458.7% | +189.5% | +1,269.2% | +890.5% |
| All | +1,061.7% | +611.8% | +449.9% | +377.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling