+41.6%
SMH vs UAL
+10.5%
+31.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.3% |
| 7D | +4.9% | -3.0% | +8.0% | +6.0% |
| 30D | -13.8% | +10.5% | -24.3% | -17.2% |
| 3M | -17.4% | -13.5% | -3.9% | -13.2% |
| 6M | -15.0% | +14.2% | -29.2% | -19.8% |
| YTD | +35.2% | -2.2% | +37.4% | +30.8% |
| 1Y | +41.6% | +12.5% | +29.1% | +28.9% |
| All | +41.6% | +10.5% | +31.1% | +28.9% |
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