+43.4%
SMH vs HUT
-2.9%
+46.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -23.2% | +20.5% | +2.4% |
| 7D | -11.2% | -29.5% | +18.4% | -4.9% |
| 30D | -20.4% | -45.2% | +24.7% | -10.4% |
| 3M | -12.4% | -51.6% | +39.2% | +0.4% |
| 6M | -0.5% | -37.3% | +36.8% | +6.7% |
| YTD | +40.0% | +6.5% | +33.5% | +34.3% |
| 1Y | +43.4% | +1.7% | +41.7% | +38.3% |
| All | +43.4% | -2.9% | +46.3% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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