+1,475.7%
SMH vs URI
+1,173.3%
+302.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.4% |
| 7D | +4.9% | +6.7% | -1.8% | +2.0% |
| 30D | -13.8% | +8.9% | -22.7% | -16.8% |
| 3M | -17.4% | +0.5% | -17.9% | -17.6% |
| 6M | -15.0% | +20.7% | -35.6% | -21.8% |
| YTD | +35.2% | +40.0% | -4.9% | +13.3% |
| 1Y | +41.6% | +34.4% | +7.2% | +20.9% |
| 3Y | +215.6% | +149.5% | +66.2% | +99.8% |
| 5Y | +233.2% | +205.6% | +27.7% | +86.9% |
| All | +1,475.7% | +1,173.3% | +302.3% | +432.6% |
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