+41.6%
SMH vs URA
-29.3%
+70.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.1% |
| 7D | +4.9% | -1.5% | +6.5% | +5.8% |
| 30D | -13.8% | -10.4% | -3.4% | -8.2% |
| 3M | -17.4% | -29.6% | +12.3% | -0.8% |
| 6M | -15.0% | -40.3% | +25.3% | +9.1% |
| YTD | +35.2% | -25.5% | +60.6% | +52.7% |
| 1Y | +41.6% | -26.4% | +68.0% | +60.1% |
| All | +41.6% | -29.3% | +70.9% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling