+282.9%
SMH vs TPG
+81.8%
+201.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.8% |
| 7D | +0.3% | -9.4% | +9.7% | +4.6% |
| 30D | -2.8% | -5.3% | +2.5% | -1.0% |
| 3M | -6.7% | +12.9% | -19.6% | -12.6% |
| 6M | +41.8% | +20.1% | +21.7% | +28.1% |
| YTD | +57.9% | -22.5% | +80.4% | +74.8% |
| 1Y | +87.6% | -19.7% | +107.3% | +102.7% |
| 3Y | +282.9% | +81.2% | +201.7% | +169.9% |
| All | +282.9% | +81.8% | +201.1% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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