+1,876.8%
SMH vs TER
+1,819.9%
+56.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -1.7% |
| 7D | +4.3% | +12.4% | -8.0% | -2.4% |
| 30D | +0.9% | +5.1% | -4.3% | -2.7% |
| 3M | -2.8% | +4.0% | -6.8% | -8.2% |
| 6M | +45.6% | +29.5% | +16.1% | +16.2% |
| YTD | +59.5% | +98.5% | -39.0% | -3.7% |
| 1Y | +93.4% | +234.1% | -140.6% | -17.7% |
| 3Y | +287.1% | +289.0% | -1.9% | +38.8% |
| 5Y | +338.0% | +228.2% | +109.9% | +68.3% |
| 10Y | +1,876.8% | +1,895.7% | -18.9% | +139.6% |
| All | +1,876.8% | +1,819.9% | +56.9% | +139.6% |
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