+3,511.7%
SMH vs TEL
+707.4%
+2,804.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.2% |
| 7D | +4.3% | +1.2% | +3.1% | +3.4% |
| 30D | +0.9% | -4.1% | +5.0% | +3.3% |
| 3M | -2.8% | -2.6% | -0.3% | -1.5% |
| 6M | +45.6% | 0.0% | +45.6% | +43.6% |
| YTD | +59.5% | -9.1% | +68.5% | +66.0% |
| 1Y | +93.4% | -0.8% | +94.3% | +90.4% |
| 3Y | +287.1% | +67.4% | +219.7% | +173.3% |
| 5Y | +338.0% | +51.8% | +286.3% | +233.5% |
| 10Y | +1,876.8% | +299.4% | +1,577.4% | +766.1% |
| All | +3,511.7% | +707.4% | +2,804.4% | +875.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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