+1,475.7%
SMH vs WEC
+197.9%
+1,277.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.1% |
| 7D | +4.9% | +2.3% | +2.6% | +4.6% |
| 30D | -13.8% | +11.1% | -24.9% | -15.2% |
| 3M | -17.4% | +8.4% | -25.8% | -18.4% |
| 6M | -15.0% | +7.5% | -22.5% | -16.1% |
| YTD | +35.2% | +15.3% | +19.8% | +31.5% |
| 1Y | +41.6% | +9.7% | +31.9% | +38.9% |
| 3Y | +215.6% | +64.7% | +151.0% | +180.4% |
| 5Y | +233.2% | +57.3% | +176.0% | +197.2% |
| All | +1,475.7% | +197.9% | +1,277.7% | +1,191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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