+4,921.3%
SOXL vs SMH
+1,868.1%
+3,053.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.5% | +3.8% | +0.8% |
| 7D | +3.9% | +0.3% | +3.6% | +3.5% |
| 30D | -14.3% | -2.8% | -11.5% | -4.2% |
| 3M | -45.6% | -6.7% | -38.9% | -14.7% |
| 6M | +117.2% | +41.8% | +75.4% | +21.1% |
| YTD | +189.8% | +57.9% | +132.0% | +26.3% |
| 1Y | +317.7% | +87.6% | +230.1% | +21.7% |
| 3Y | +478.6% | +282.9% | +195.7% | -59.4% |
| 5Y | +169.5% | +330.4% | -160.9% | -70.4% |
| All | +4,921.3% | +1,868.1% | +3,053.2% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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