+1,524.2%
SMH vs SUI
+120.9%
+1,403.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +12.1% | -3.8% | +15.9% | +13.3% |
| 30D | -14.7% | +3.9% | -18.6% | -16.1% |
| 3M | -14.2% | +0.2% | -14.4% | -14.9% |
| 6M | -10.6% | -4.2% | -6.4% | -10.7% |
| YTD | +39.3% | -2.5% | +41.8% | +37.9% |
| 1Y | +41.6% | -4.0% | +45.6% | +40.8% |
| 3Y | +223.4% | +16.5% | +206.8% | +187.9% |
| 5Y | +243.5% | -27.2% | +270.7% | +269.3% |
| All | +1,524.2% | +120.9% | +1,403.3% | +1,171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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