+338.0%
SMH vs URA
+132.7%
+205.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.7% |
| 7D | +4.3% | +5.7% | -1.4% | +1.8% |
| 30D | +0.9% | +5.6% | -4.7% | -1.8% |
| 3M | -2.8% | +6.2% | -9.0% | -5.4% |
| 6M | +45.6% | -8.2% | +53.9% | +49.8% |
| YTD | +59.5% | +9.7% | +49.8% | +50.7% |
| 1Y | +93.4% | +17.0% | +76.5% | +74.9% |
| 3Y | +287.1% | +118.5% | +168.6% | +157.0% |
| 5Y | +338.0% | +134.3% | +203.7% | +171.9% |
| All | +338.0% | +132.7% | +205.3% | +171.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling