+213.6%
SMH vs URI
+138.8%
+74.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.1% |
| 7D | -11.2% | -9.8% | -1.4% | -7.0% |
| 30D | -25.8% | +1.7% | -27.5% | -26.1% |
| 3M | -18.8% | -9.1% | -9.8% | -15.5% |
| 6M | -15.6% | +9.9% | -25.5% | -18.9% |
| YTD | +28.8% | +31.2% | -2.4% | +11.3% |
| 1Y | +32.6% | +25.9% | +6.6% | +17.0% |
| 3Y | +213.6% | +147.4% | +66.2% | +104.5% |
| All | +213.6% | +138.8% | +74.9% | +104.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling