+277.9%
SMH vs NU
+33.5%
+244.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.5% |
| 7D | +1.4% | -4.2% | +5.6% | +2.5% |
| 30D | -2.2% | +10.0% | -12.2% | -4.9% |
| 3M | -1.9% | +29.3% | -31.1% | -8.6% |
| 6M | +41.0% | +0.9% | +40.1% | +39.5% |
| YTD | +55.6% | -10.3% | +65.9% | +58.4% |
| 1Y | +86.8% | -3.2% | +90.0% | +86.3% |
| 3Y | +277.7% | +120.6% | +157.1% | +202.8% |
| All | +277.9% | +33.5% | +244.4% | +198.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling