+96.2%
SMH vs IAU
+24.6%
+71.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.5% | +3.0% |
| 7D | +2.5% | -0.5% | +3.0% | +2.7% |
| 30D | -0.5% | +4.4% | -4.9% | -2.4% |
| 3M | -9.6% | -1.1% | -8.6% | -9.5% |
| 6M | +42.1% | -13.7% | +55.8% | +47.6% |
| YTD | +57.4% | +2.7% | +54.7% | +57.7% |
| 1Y | +96.2% | +24.6% | +71.6% | +86.6% |
| All | +96.2% | +24.6% | +71.7% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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