+1,803.3%
SMH vs SUI
+104.3%
+1,698.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.7% |
| 7D | +5.2% | -3.1% | +8.3% | +6.3% |
| 30D | -1.5% | -2.3% | +0.8% | -0.9% |
| 3M | -4.1% | -2.8% | -1.3% | -4.0% |
| 6M | +50.8% | -12.4% | +63.1% | +56.1% |
| YTD | +59.3% | -3.3% | +62.6% | +59.1% |
| 1Y | +94.1% | -5.8% | +99.9% | +95.0% |
| 3Y | +286.7% | +12.5% | +274.2% | +250.6% |
| 5Y | +339.4% | -32.9% | +372.3% | +389.4% |
| 10Y | +1,803.3% | +104.4% | +1,698.9% | +1,410.6% |
| All | +1,803.3% | +104.3% | +1,698.9% | +1,410.6% |
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