+286.7%
SMH vs HUT
+772.7%
-486.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +0.2% |
| 7D | +5.2% | +28.3% | -23.0% | +1.1% |
| 30D | -1.5% | +12.3% | -13.8% | -3.7% |
| 3M | -4.1% | -16.8% | +12.7% | -2.7% |
| 6M | +50.8% | +111.4% | -60.6% | +32.6% |
| YTD | +59.3% | +116.6% | -57.3% | +38.2% |
| 1Y | +94.1% | +290.5% | -196.4% | +52.8% |
| 3Y | +286.7% | +792.3% | -505.6% | +172.1% |
| All | +286.7% | +772.7% | -486.0% | +172.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling