+1,475.7%
SMH vs URA
+266.3%
+1,209.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.3% |
| 7D | +4.9% | -1.5% | +6.5% | +5.6% |
| 30D | -13.8% | -10.4% | -3.4% | -9.2% |
| 3M | -17.4% | -29.6% | +12.3% | -3.8% |
| 6M | -15.0% | -40.3% | +25.3% | +6.3% |
| YTD | +35.2% | -25.5% | +60.6% | +51.5% |
| 1Y | +41.6% | -26.4% | +68.0% | +59.1% |
| 3Y | +215.6% | +31.4% | +184.2% | +164.8% |
| 5Y | +233.2% | +28.6% | +204.6% | +169.4% |
| All | +1,475.7% | +266.3% | +1,209.4% | +625.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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