+4,407.5%
MU vs SMH
+1,460.5%
+2,947.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | +1.1% |
| 7D | +12.8% | +4.9% | +7.9% | +6.8% |
| 30D | -14.9% | -13.8% | -1.0% | +3.3% |
| 3M | -18.0% | -17.4% | -0.7% | +4.7% |
| 6M | -3.1% | -15.0% | +11.9% | +26.4% |
| YTD | +172.9% | +35.2% | +137.7% | +114.5% |
| 1Y | +228.8% | +41.6% | +187.2% | +147.6% |
| 3Y | +950.8% | +215.6% | +735.2% | +237.4% |
| 5Y | +931.3% | +233.2% | +698.0% | +203.9% |
| All | +4,407.5% | +1,460.5% | +2,947.0% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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