+1,817.6%
SMH vs TGT
+207.4%
+1,610.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | -5.2% | +5.5% | +1.9% |
| 30D | -2.8% | +1.2% | -4.0% | -3.4% |
| 3M | -6.7% | +18.4% | -25.1% | -12.3% |
| 6M | +41.8% | +33.4% | +8.3% | +27.9% |
| YTD | +57.9% | +63.8% | -5.9% | +32.7% |
| 1Y | +87.6% | +77.2% | +10.5% | +53.2% |
| 3Y | +282.9% | +41.8% | +241.1% | +218.3% |
| 5Y | +330.4% | -25.5% | +355.9% | +337.9% |
| All | +1,817.6% | +207.4% | +1,610.3% | +1,273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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