+1,341.2%
MU vs SMH
+285.3%
+1,055.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -3.2% |
| 7D | +7.2% | +5.2% | +1.9% | +0.1% |
| 30D | +14.0% | -1.5% | +15.5% | +16.5% |
| 3M | +5.4% | -4.1% | +9.5% | +15.8% |
| 6M | +170.3% | +50.8% | +119.5% | +73.8% |
| YTD | +250.7% | +59.3% | +191.4% | +114.3% |
| 1Y | +662.1% | +94.1% | +568.0% | +277.4% |
| 3Y | +1,341.2% | +286.7% | +1,054.5% | +292.0% |
| All | +1,341.2% | +285.3% | +1,055.9% | +292.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling