+1,524.2%
SMH vs TER
+1,060.7%
+463.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.6% |
| 7D | +12.1% | +24.0% | -11.9% | -1.0% |
| 30D | -14.7% | -30.6% | +16.0% | +3.6% |
| 3M | -14.2% | -34.5% | +20.3% | +5.9% |
| 6M | -10.6% | -26.4% | +15.8% | 0.0% |
| YTD | +39.3% | +36.4% | +2.9% | +1.7% |
| 1Y | +41.6% | +47.4% | -5.8% | -1.7% |
| 3Y | +223.4% | +202.6% | +20.8% | +29.5% |
| 5Y | +243.5% | +83.9% | +159.6% | +82.0% |
| All | +1,524.2% | +1,060.7% | +463.5% | +163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling