+86.8%
SMH vs TXT
-1.4%
+88.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.1% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | -2.2% | -10.2% | +8.0% | +1.7% |
| 3M | -1.9% | -13.3% | +11.4% | +3.0% |
| 6M | +41.0% | -14.4% | +55.4% | +47.7% |
| YTD | +55.6% | -9.1% | +64.7% | +59.3% |
| 1Y | +86.8% | -2.2% | +89.0% | +84.9% |
| All | +86.8% | -1.4% | +88.2% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling