+277.4%
SMH vs TRGP
+262.4%
+15.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | +1.4% | -0.6% | +1.9% | +1.5% |
| 30D | -2.2% | +10.0% | -12.2% | -5.2% |
| 3M | -1.9% | +7.6% | -9.5% | -4.6% |
| 6M | +41.0% | +26.8% | +14.2% | +28.0% |
| YTD | +55.6% | +60.6% | -5.0% | +28.0% |
| 1Y | +86.8% | +82.5% | +4.3% | +44.2% |
| All | +277.4% | +262.4% | +15.0% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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