+995.6%
SMH vs HUT
+405.9%
+589.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.5% | +3.1% | -1.8% |
| 7D | +1.4% | +2.8% | -1.5% | +1.0% |
| 30D | -2.2% | +2.1% | -4.3% | -2.7% |
| 3M | -1.9% | -14.3% | +12.4% | -1.0% |
| 6M | +41.0% | +84.2% | -43.2% | +30.1% |
| YTD | +55.6% | +97.2% | -41.6% | +41.5% |
| 1Y | +86.8% | +192.7% | -105.9% | +60.7% |
| 3Y | +277.7% | +712.6% | -434.9% | +172.2% |
| 5Y | +324.2% | +85.5% | +238.7% | +215.1% |
| All | +995.6% | +405.9% | +589.7% | +511.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling