+327.2%
SMH vs SU
+348.9%
-21.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +0.3% | +2.2% | -2.0% | -0.3% |
| 30D | -2.8% | +8.4% | -11.2% | -4.9% |
| 3M | -6.7% | +12.1% | -18.8% | -9.9% |
| 6M | +41.8% | +19.7% | +22.1% | +33.2% |
| YTD | +57.9% | +58.4% | -0.5% | +36.0% |
| 1Y | +87.6% | +67.2% | +20.4% | +58.7% |
| 3Y | +282.9% | +125.0% | +157.9% | +194.0% |
| All | +327.2% | +348.9% | -21.7% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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