+1,237.1%
SMH vs TROW
+980.3%
+256.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.3% |
| 7D | +1.4% | -3.0% | +4.4% | +3.1% |
| 30D | -2.2% | -5.5% | +3.2% | +0.8% |
| 3M | -1.9% | +2.3% | -4.1% | -3.7% |
| 6M | +41.0% | +23.9% | +17.1% | +24.3% |
| YTD | +55.6% | +7.9% | +47.7% | +47.6% |
| 1Y | +86.8% | +6.1% | +80.7% | +78.6% |
| 3Y | +277.7% | +13.8% | +263.8% | +244.6% |
| 5Y | +324.2% | -38.2% | +362.4% | +434.5% |
| 10Y | +1,828.6% | +131.3% | +1,697.3% | +1,063.0% |
| All | +1,237.1% | +980.3% | +256.9% | +102.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling