+287.0%
SMH vs NU
+36.3%
+250.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.3% |
| 7D | +5.2% | +6.0% | -0.8% | +3.6% |
| 30D | -1.5% | +10.8% | -12.3% | -4.4% |
| 3M | -4.1% | +32.2% | -36.2% | -11.2% |
| 6M | +50.8% | +5.1% | +45.6% | +47.6% |
| YTD | +59.3% | -8.4% | +67.7% | +61.4% |
| 1Y | +94.1% | +0.7% | +93.4% | +91.6% |
| 3Y | +286.7% | +125.1% | +161.6% | +208.4% |
| All | +287.0% | +36.3% | +250.7% | +203.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling