+1,817.6%
SMH vs UUUU
+465.5%
+1,352.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +2.3% |
| 7D | +0.3% | -10.5% | +10.8% | +2.1% |
| 30D | -2.8% | -10.5% | +7.7% | -1.2% |
| 3M | -6.7% | -14.1% | +7.4% | -4.7% |
| 6M | +41.8% | -35.5% | +77.2% | +50.3% |
| YTD | +57.9% | -10.9% | +68.8% | +56.2% |
| 1Y | +87.6% | +3.4% | +84.3% | +76.5% |
| 3Y | +282.9% | +73.1% | +209.8% | +210.7% |
| 5Y | +330.4% | +87.1% | +243.3% | +228.4% |
| All | +1,817.6% | +465.5% | +1,352.1% | +998.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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