+1,475.7%
SMH vs IAU
+210.9%
+1,264.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | +4.9% | -4.6% | +9.5% | +6.4% |
| 30D | -13.8% | -5.4% | -8.4% | -12.4% |
| 3M | -17.4% | -10.9% | -6.5% | -14.6% |
| 6M | -15.0% | -17.4% | +2.4% | -10.4% |
| YTD | +35.2% | -10.2% | +45.4% | +39.6% |
| 1Y | +41.6% | -7.1% | +48.7% | +45.1% |
| 3Y | +215.6% | +97.7% | +117.9% | +169.9% |
| 5Y | +233.2% | +105.3% | +127.9% | +177.7% |
| All | +1,475.7% | +210.9% | +1,264.8% | +1,299.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling