+321.0%
SMH vs UUUU
+88.5%
+232.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +3.9% | -1.1% |
| 7D | +1.4% | -5.0% | +6.4% | +2.4% |
| 30D | -2.2% | -7.8% | +5.6% | -0.9% |
| 3M | -1.9% | -0.4% | -1.4% | -2.2% |
| 6M | +41.0% | -32.9% | +73.9% | +49.8% |
| YTD | +55.6% | -6.3% | +61.8% | +51.4% |
| 1Y | +86.8% | +7.9% | +78.9% | +70.1% |
| 3Y | +277.7% | +85.2% | +192.5% | +178.7% |
| All | +321.0% | +88.5% | +232.5% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling