+41.6%
SMH vs IAU
-8.1%
+49.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | +4.9% | -4.6% | +9.5% | +7.2% |
| 30D | -13.8% | -5.4% | -8.4% | -11.5% |
| 3M | -17.4% | -10.9% | -6.5% | -12.9% |
| 6M | -15.0% | -17.4% | +2.4% | -8.0% |
| YTD | +35.2% | -10.2% | +45.4% | +47.4% |
| 1Y | +41.6% | -7.1% | +48.7% | +52.0% |
| All | +41.6% | -8.1% | +49.7% | +52.0% |
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