+96.2%
SMH vs UAL
+5.0%
+91.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +1.7% |
| 7D | +2.5% | +0.7% | +1.8% | +2.2% |
| 30D | -0.5% | -16.1% | +15.6% | +5.7% |
| 3M | -9.6% | +6.1% | -15.8% | -11.7% |
| 6M | +42.1% | +10.8% | +31.2% | +34.4% |
| YTD | +57.4% | -0.4% | +57.8% | +52.6% |
| 1Y | +96.2% | +5.0% | +91.2% | +82.6% |
| All | +96.2% | +5.0% | +91.2% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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