+324.2%
SMH vs SPXU
-85.5%
+409.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.3% | -1.4% |
| 7D | +1.4% | +6.4% | -5.0% | +5.1% |
| 30D | -2.2% | +5.9% | -8.2% | +1.4% |
| 3M | -1.9% | -11.7% | +9.8% | -6.6% |
| 6M | +41.0% | -28.7% | +69.7% | +22.3% |
| YTD | +55.6% | -26.4% | +81.9% | +39.1% |
| 1Y | +86.8% | -35.2% | +122.1% | +58.6% |
| 3Y | +277.7% | -79.8% | +357.5% | +110.3% |
| 5Y | +324.2% | -86.1% | +410.2% | +164.4% |
| All | +324.2% | -85.5% | +409.7% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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