+228.8%
MU vs SMH
+38.9%
+190.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | +2.3% |
| 7D | +12.8% | +4.9% | +7.9% | +4.8% |
| 30D | -14.9% | -13.8% | -1.0% | +9.0% |
| 3M | -18.0% | -17.4% | -0.7% | +12.0% |
| 6M | -3.1% | -15.0% | +11.9% | +31.6% |
| YTD | +172.9% | +35.2% | +137.7% | +73.9% |
| 1Y | +228.8% | +41.6% | +187.2% | +93.0% |
| All | +228.8% | +38.9% | +190.0% | +93.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling