+282.9%
SMH vs TXG
+43.8%
+239.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.9% | +0.8% |
| 7D | +0.3% | +9.5% | -9.2% | -1.5% |
| 30D | -2.8% | +18.8% | -21.6% | -6.2% |
| 3M | -6.7% | +136.1% | -142.8% | -22.1% |
| 6M | +41.8% | +235.2% | -193.5% | +9.8% |
| YTD | +57.9% | +320.5% | -262.7% | +16.0% |
| 1Y | +87.6% | +425.2% | -337.5% | +30.0% |
| 3Y | +282.9% | +42.9% | +240.0% | +195.8% |
| All | +282.9% | +43.8% | +239.2% | +195.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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