+93.4%
SMH vs UAL
-0.3%
+93.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +4.3% | -1.1% | +5.5% | +4.7% |
| 30D | +0.9% | -13.4% | +14.3% | +6.0% |
| 3M | -2.8% | -2.3% | -0.5% | -2.3% |
| 6M | +45.6% | +13.3% | +32.3% | +37.2% |
| YTD | +59.5% | -4.2% | +63.7% | +56.6% |
| 1Y | +93.4% | +1.4% | +92.0% | +82.6% |
| All | +93.4% | -0.3% | +93.7% | +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