+228.7%
SMH vs U
+87.9%
+140.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.4% | +6.2% | +5.1% |
| 7D | +0.5% | +16.9% | -16.4% | -2.6% |
| 30D | -14.2% | +6.4% | -20.6% | -15.6% |
| 3M | -11.5% | +13.2% | -24.7% | -14.1% |
| 6M | -12.0% | +84.8% | -96.8% | -22.5% |
| YTD | +40.8% | +12.4% | +28.4% | +33.3% |
| 1Y | +44.9% | +19.8% | +25.1% | +35.2% |
| All | +228.7% | +87.9% | +140.8% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling