+43.4%
SMH vs NU
-24.1%
+67.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -6.0% | -3.4% |
| 7D | -11.2% | +0.2% | -11.3% | -11.2% |
| 30D | -20.4% | -21.0% | +0.6% | -16.8% |
| 3M | -12.4% | -16.3% | +3.9% | -10.4% |
| 6M | -0.5% | -15.3% | +14.8% | +1.8% |
| YTD | +40.0% | -28.4% | +68.4% | +52.2% |
| 1Y | +43.4% | -24.1% | +67.5% | +49.3% |
| All | +43.4% | -24.1% | +67.5% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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