+3,866.6%
SMH vs TRI
+507.2%
+3,359.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +1.9% | +1.0% |
| 7D | +4.3% | -8.4% | +12.7% | +8.2% |
| 30D | +0.9% | -6.5% | +7.3% | +3.0% |
| 3M | -2.8% | +18.6% | -21.4% | -14.9% |
| 6M | +45.6% | -10.4% | +56.1% | +43.3% |
| YTD | +59.5% | -23.7% | +83.2% | +67.4% |
| 1Y | +93.4% | -42.5% | +135.9% | +137.4% |
| 3Y | +287.1% | -19.3% | +306.4% | +280.5% |
| 5Y | +338.0% | -9.7% | +347.7% | +303.6% |
| 10Y | +1,876.8% | +194.4% | +1,682.4% | +815.1% |
| All | +3,866.6% | +507.2% | +3,359.4% | +715.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling