+35.2%
SMH vs UAL
+21.5%
+13.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -6.7% | +12.5% | -19.2% | -10.7% |
| 30D | -19.8% | +12.2% | -32.0% | -23.3% |
| 3M | -15.1% | -2.6% | -12.5% | -14.6% |
| 6M | -14.6% | +21.1% | -35.7% | -21.3% |
| YTD | +34.3% | +7.8% | +26.5% | +25.5% |
| 1Y | +35.2% | +25.4% | +9.8% | +18.5% |
| All | +35.2% | +21.5% | +13.7% | +18.5% |
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