+282.9%
SMH vs TROW
+11.3%
+271.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.6% | +2.2% |
| 7D | +0.3% | -3.2% | +3.4% | +2.3% |
| 30D | -2.8% | -4.6% | +1.8% | +0.1% |
| 3M | -6.7% | -0.7% | -6.1% | -7.4% |
| 6M | +41.8% | +22.2% | +19.6% | +22.5% |
| YTD | +57.9% | +6.6% | +51.2% | +48.6% |
| 1Y | +87.6% | +5.8% | +81.8% | +77.1% |
| 3Y | +282.9% | +11.6% | +271.3% | +240.0% |
| All | +282.9% | +11.3% | +271.6% | +240.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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