+87.6%
SMH vs UUUU
+3.5%
+84.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +2.4% |
| 7D | +0.3% | -10.5% | +10.8% | +2.3% |
| 30D | -2.8% | -10.5% | +7.7% | -1.0% |
| 3M | -6.7% | -14.1% | +7.4% | -4.9% |
| 6M | +41.8% | -35.5% | +77.2% | +48.0% |
| YTD | +57.9% | -10.9% | +68.8% | +59.6% |
| 1Y | +87.6% | +3.4% | +84.3% | +88.3% |
| All | +87.6% | +3.5% | +84.1% | +88.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling