+282.9%
SMH vs TRI
-18.9%
+301.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.5% |
| 7D | +0.3% | -7.9% | +8.2% | +0.1% |
| 30D | -2.8% | -4.5% | +1.7% | -2.9% |
| 3M | -6.7% | +22.1% | -28.8% | -7.6% |
| 6M | +41.8% | -2.8% | +44.5% | +45.3% |
| YTD | +57.9% | -23.4% | +81.3% | +74.7% |
| 1Y | +87.6% | -41.5% | +129.2% | +131.8% |
| 3Y | +282.9% | -19.2% | +302.1% | +277.4% |
| All | +282.9% | -18.9% | +301.9% | +277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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