+286.8%
SMH vs TER
+284.0%
+2.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -1.4% |
| 7D | +4.3% | +12.4% | -8.0% | -1.3% |
| 30D | +0.9% | +5.1% | -4.3% | -2.0% |
| 3M | -2.8% | +4.0% | -6.8% | -6.8% |
| 6M | +45.6% | +29.5% | +16.1% | +22.0% |
| YTD | +59.5% | +98.5% | -39.0% | +6.0% |
| 1Y | +93.4% | +234.1% | -140.6% | -4.6% |
| All | +286.8% | +284.0% | +2.8% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling