+3,845.3%
SMH vs UUUU
-92.8%
+3,938.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.9% |
| 7D | +0.3% | -10.5% | +10.8% | +1.2% |
| 30D | -2.8% | -10.5% | +7.7% | -2.0% |
| 3M | -6.7% | -14.1% | +7.4% | -5.6% |
| 6M | +41.8% | -35.5% | +77.2% | +46.3% |
| YTD | +57.9% | -10.9% | +68.8% | +57.4% |
| 1Y | +87.6% | +3.4% | +84.3% | +82.8% |
| 3Y | +282.9% | +73.1% | +209.8% | +248.3% |
| 5Y | +330.4% | +87.1% | +243.3% | +281.5% |
| 10Y | +1,857.0% | +463.0% | +1,393.9% | +1,431.0% |
| All | +3,845.3% | -92.8% | +3,938.1% | +3,047.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling