+338.0%
SMH vs HUT
+78.5%
+259.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.7% |
| 7D | +4.3% | +18.9% | -14.6% | +1.2% |
| 30D | +0.9% | +12.0% | -11.1% | -1.5% |
| 3M | -2.8% | -14.9% | +12.0% | -1.6% |
| 6M | +45.6% | +96.8% | -51.2% | +27.1% |
| YTD | +59.5% | +108.8% | -49.3% | +36.1% |
| 1Y | +93.4% | +227.4% | -133.9% | +49.8% |
| 3Y | +287.1% | +760.3% | -473.2% | +123.8% |
| 5Y | +338.0% | +86.1% | +252.0% | +181.0% |
| All | +338.0% | +78.5% | +259.6% | +181.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling