+33,565.4%
TQQQ vs SMH
+5,115.8%
+28,449.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.8% | +1.1% |
| 7D | -3.9% | +1.4% | -5.3% | -6.5% |
| 30D | -5.3% | -2.2% | -3.1% | -1.9% |
| 3M | +0.1% | -1.9% | +2.0% | +2.2% |
| 6M | +40.7% | +41.0% | -0.4% | -26.4% |
| YTD | +31.8% | +55.6% | -23.8% | -43.0% |
| 1Y | +48.2% | +86.8% | -38.6% | -54.1% |
| 3Y | +253.6% | +277.7% | -24.0% | -69.5% |
| 5Y | +99.6% | +324.2% | -224.6% | -82.5% |
| 10Y | +2,951.5% | +1,828.6% | +1,122.9% | -78.8% |
| All | +33,565.4% | +5,115.8% | +28,449.6% | -51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling