+49.5%
TQQQ vs SMH
+87.9%
-38.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +0.6% |
| 7D | -1.9% | +0.3% | -2.2% | -2.3% |
| 30D | -4.9% | -2.8% | -2.1% | -1.3% |
| 3M | -6.4% | -6.7% | +0.3% | +3.3% |
| 6M | +44.4% | +41.8% | +2.6% | -10.9% |
| YTD | +35.2% | +57.9% | -22.7% | -28.4% |
| 1Y | +49.5% | +87.6% | -38.1% | -33.2% |
| All | +49.5% | +87.9% | -38.4% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling