+66.2%
TSM vs SMH
+87.0%
-20.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | +0.4% |
| 7D | +2.6% | +1.4% | +1.3% | +1.5% |
| 30D | +1.4% | -2.2% | +3.6% | +3.3% |
| 3M | +5.0% | -1.9% | +6.8% | +6.1% |
| 6M | +24.0% | +41.0% | -17.1% | -12.9% |
| YTD | +41.6% | +55.6% | -14.0% | -9.5% |
| 1Y | +66.2% | +86.8% | -20.7% | -12.2% |
| All | +66.2% | +87.0% | -20.8% | -12.2% |
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