+826.2%
MU vs SMH
+1,077.4%
-251.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.1% | +1.2% | +0.4% |
| 7D | -12.0% | -4.1% | -7.9% | -6.7% |
| 30D | -28.7% | -19.2% | -9.5% | -7.7% |
| 3M | -16.4% | -16.4% | -0.1% | +4.2% |
| 6M | -1.8% | -14.0% | +12.2% | +25.3% |
| YTD | +157.1% | +35.3% | +121.7% | +101.1% |
| 1Y | +208.5% | +40.4% | +168.1% | +134.2% |
| 3Y | +906.2% | +226.8% | +679.3% | +206.1% |
| 5Y | +893.4% | +232.3% | +661.1% | +185.6% |
| 10Y | +4,271.9% | +1,469.9% | +2,801.9% | +128.4% |
| All | +826.2% | +1,077.4% | -251.2% | -22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling