+41.0%
SMH vs TRI
-10.9%
+51.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.9% |
| 7D | +1.4% | -14.4% | +15.8% | -4.1% |
| 30D | -2.2% | -8.1% | +5.9% | -4.8% |
| 3M | -1.9% | +17.5% | -19.4% | +9.6% |
| 6M | +41.0% | -5.0% | +46.0% | +42.4% |
| All | +41.0% | -10.9% | +51.9% | +42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling