+1,184.1%
MU vs SMH
+1,269.7%
-85.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +3.1% |
| 7D | +9.0% | +2.5% | +6.5% | +6.0% |
| 30D | +13.8% | -0.5% | +14.3% | +14.6% |
| 3M | +2.1% | -9.6% | +11.7% | +20.2% |
| 6M | +153.8% | +42.1% | +111.7% | +82.6% |
| YTD | +256.4% | +57.4% | +198.9% | +131.2% |
| 1Y | +719.8% | +96.2% | +623.5% | +322.9% |
| 3Y | +1,360.4% | +267.9% | +1,092.4% | +280.2% |
| 5Y | +1,312.4% | +327.7% | +984.8% | +198.7% |
| 10Y | +6,142.6% | +1,764.6% | +4,377.9% | +164.3% |
| All | +1,184.1% | +1,269.7% | -85.6% | -10.9% |
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