+1,876.8%
SMH vs TT
+906.5%
+970.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +4.3% | +1.4% | +2.9% | +3.4% |
| 30D | +0.9% | -6.7% | +7.5% | +5.4% |
| 3M | -2.8% | -5.4% | +2.6% | +1.0% |
| 6M | +45.6% | +4.4% | +41.2% | +42.1% |
| YTD | +59.5% | +14.9% | +44.5% | +45.6% |
| 1Y | +93.4% | +9.3% | +84.2% | +82.0% |
| 3Y | +287.1% | +121.7% | +165.4% | +132.3% |
| 5Y | +338.0% | +148.2% | +189.9% | +139.6% |
| 10Y | +1,876.8% | +957.3% | +919.6% | +399.3% |
| All | +1,876.8% | +906.5% | +970.3% | +399.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling