+1,876.8%
SMH vs UAL
+98.4%
+1,778.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +4.3% | -1.1% | +5.5% | +4.6% |
| 30D | +0.9% | -13.4% | +14.3% | +4.8% |
| 3M | -2.8% | -2.3% | -0.5% | -2.5% |
| 6M | +45.6% | +13.3% | +32.3% | +39.6% |
| YTD | +59.5% | -4.2% | +63.7% | +59.1% |
| 1Y | +93.4% | +1.4% | +92.0% | +89.3% |
| 3Y | +287.1% | +125.8% | +161.3% | +194.7% |
| 5Y | +338.0% | +130.0% | +208.1% | +222.2% |
| 10Y | +1,876.8% | +104.2% | +1,772.6% | +1,384.0% |
| All | +1,876.8% | +98.4% | +1,778.4% | +1,384.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling