+1,524.2%
SMH vs URA
+272.2%
+1,251.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +0.7% |
| 7D | +12.1% | +4.5% | +7.6% | +9.9% |
| 30D | -14.7% | -13.4% | -1.3% | -8.8% |
| 3M | -14.2% | -28.4% | +14.2% | -0.9% |
| 6M | -10.6% | -40.5% | +29.9% | +11.8% |
| YTD | +39.3% | -24.3% | +63.6% | +55.0% |
| 1Y | +41.6% | -28.8% | +70.4% | +61.2% |
| 3Y | +223.4% | +37.6% | +185.7% | +166.0% |
| 5Y | +243.5% | +30.7% | +212.8% | +175.6% |
| All | +1,524.2% | +272.2% | +1,251.9% | +642.5% |
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