+283.5%
SMH vs NU
+30.0%
+253.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +2.2% |
| 7D | +0.3% | -4.9% | +5.1% | +1.6% |
| 30D | -2.8% | +7.8% | -10.6% | -5.0% |
| 3M | -6.7% | +20.9% | -27.6% | -11.7% |
| 6M | +41.8% | +0.9% | +40.9% | +40.3% |
| YTD | +57.9% | -12.7% | +70.5% | +61.9% |
| 1Y | +87.6% | -6.4% | +94.0% | +88.7% |
| 3Y | +282.9% | +98.1% | +184.8% | +214.8% |
| All | +283.5% | +30.0% | +253.5% | +204.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling