+44.9%
SMH vs U
+17.1%
+27.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.4% | +6.2% | +5.0% |
| 7D | +0.5% | +16.9% | -16.4% | -1.3% |
| 30D | -14.2% | +6.4% | -20.6% | -14.8% |
| 3M | -11.5% | +13.2% | -24.7% | -12.9% |
| 6M | -12.0% | +84.8% | -96.8% | -18.9% |
| YTD | +40.8% | +12.4% | +28.4% | +39.5% |
| 1Y | +44.9% | +19.8% | +25.1% | +40.8% |
| All | +44.9% | +17.1% | +27.7% | +40.8% |
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