+1,876.8%
SMH vs URI
+1,196.9%
+679.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.5% |
| 7D | +4.3% | +5.0% | -0.7% | +2.2% |
| 30D | +0.9% | -9.4% | +10.3% | +5.0% |
| 3M | -2.8% | -5.8% | +3.0% | -0.5% |
| 6M | +45.6% | +25.8% | +19.8% | +29.9% |
| YTD | +59.5% | +27.9% | +31.6% | +39.6% |
| 1Y | +93.4% | +9.7% | +83.7% | +80.4% |
| 3Y | +287.1% | +128.0% | +159.1% | +157.5% |
| 5Y | +338.0% | +212.4% | +125.6% | +148.6% |
| 10Y | +1,876.8% | +1,271.8% | +605.0% | +586.3% |
| All | +1,876.8% | +1,196.9% | +679.9% | +586.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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