+1,008.7%
SMH vs HUT
+422.3%
+586.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.6% | +1.9% |
| 7D | +2.5% | +17.8% | -15.3% | +0.6% |
| 30D | -0.5% | +0.8% | -1.3% | -0.8% |
| 3M | -9.6% | -26.8% | +17.1% | -7.3% |
| 6M | +42.1% | +72.6% | -30.5% | +32.0% |
| YTD | +57.4% | +103.6% | -46.2% | +42.7% |
| 1Y | +96.2% | +265.3% | -169.0% | +64.9% |
| 3Y | +267.9% | +689.4% | -421.5% | +165.8% |
| 5Y | +327.7% | +75.3% | +252.3% | +218.1% |
| All | +1,008.7% | +422.3% | +586.4% | +517.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling