+24,401.0%
TSLA vs SMH
+4,169.7%
+20,231.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | +0.7% |
| 7D | +8.9% | +4.9% | +4.0% | +4.4% |
| 30D | +6.3% | -13.8% | +20.1% | +20.1% |
| 3M | +14.8% | -17.4% | +32.2% | +33.5% |
| 6M | -12.4% | -15.0% | +2.6% | -2.5% |
| YTD | -13.2% | +35.2% | -48.4% | -37.3% |
| 1Y | -2.9% | +41.6% | -44.5% | -33.0% |
| 3Y | +74.4% | +215.6% | -141.2% | -42.8% |
| 5Y | +13.3% | +233.2% | -219.9% | -64.4% |
| 10Y | +3,004.2% | +1,458.7% | +1,545.5% | +162.7% |
| All | +24,401.0% | +4,169.7% | +20,231.3% | +735.1% |
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