+6,045.6%
MU vs SMH
+1,888.0%
+4,157.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.6% |
| 7D | +7.5% | +4.3% | +3.2% | +2.2% |
| 30D | +19.4% | +0.9% | +18.5% | +18.3% |
| 3M | +9.8% | -2.8% | +12.7% | +18.3% |
| 6M | +164.1% | +45.6% | +118.5% | +83.2% |
| YTD | +260.3% | +59.5% | +200.8% | +128.7% |
| 1Y | +661.2% | +93.4% | +567.7% | +296.0% |
| 3Y | +1,380.8% | +287.1% | +1,093.7% | +265.5% |
| 5Y | +1,346.4% | +338.0% | +1,008.3% | +200.0% |
| All | +6,045.6% | +1,888.0% | +4,157.6% | +91.6% |
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