+43.4%
SMH vs U
+17.5%
+25.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -3.4% |
| 7D | -11.2% | +7.5% | -18.7% | -12.1% |
| 30D | -20.4% | -7.0% | -13.4% | -19.7% |
| 3M | -12.4% | +20.6% | -33.0% | -14.8% |
| 6M | -0.5% | +53.2% | -53.7% | -6.5% |
| YTD | +40.0% | -3.9% | +43.9% | +40.4% |
| 1Y | +43.4% | +18.4% | +25.0% | +35.6% |
| All | +43.4% | +17.5% | +25.9% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling