+1,253.2%
SMH vs TER
+291.5%
+961.7%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.5% | -2.9% | -0.4% |
| 7D | +2.5% | +0.6% | +1.9% | +2.1% |
| 30D | -0.5% | -8.3% | +7.8% | +3.6% |
| 3M | -9.6% | -12.2% | +2.6% | -6.0% |
| 6M | +42.1% | +17.1% | +25.0% | +21.1% |
| YTD | +57.4% | +84.7% | -27.2% | +2.5% |
| 1Y | +96.2% | +199.9% | -103.7% | -5.3% |
| 3Y | +267.9% | +232.8% | +35.2% | +58.4% |
| 5Y | +327.7% | +198.6% | +129.1% | +91.6% |
| 10Y | +1,764.6% | +1,669.7% | +94.9% | +199.8% |
| All | +1,253.2% | +291.5% | +961.7% | +143.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling