+1,817.6%
SMH vs IAU
+220.2%
+1,597.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.3% |
| 7D | +0.3% | -2.0% | +2.3% | +0.8% |
| 30D | -2.8% | -1.5% | -1.3% | -2.4% |
| 3M | -6.7% | +3.3% | -10.0% | -7.6% |
| 6M | +41.8% | -16.2% | +58.0% | +47.6% |
| YTD | +57.9% | +0.7% | +57.2% | +57.8% |
| 1Y | +87.6% | +19.2% | +68.4% | +80.7% |
| 3Y | +282.9% | +124.4% | +158.5% | +218.3% |
| 5Y | +330.4% | +140.0% | +190.4% | +247.5% |
| All | +1,817.6% | +220.2% | +1,597.4% | +1,521.5% |
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