+924.9%
MU vs SMH
+1,124.6%
-199.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.8% | +7.1% | +6.3% |
| 7D | +2.0% | +0.5% | +1.5% | +2.7% |
| 30D | -18.0% | -14.2% | -3.7% | -0.6% |
| 3M | -6.6% | -11.5% | +4.9% | +9.6% |
| 6M | +2.0% | -12.0% | +14.1% | +27.2% |
| YTD | +184.5% | +40.8% | +143.7% | +113.3% |
| 1Y | +236.9% | +44.9% | +192.0% | +147.0% |
| 3Y | +987.0% | +226.7% | +760.2% | +231.7% |
| 5Y | +1,014.6% | +250.6% | +764.0% | +202.4% |
| 10Y | +4,609.2% | +1,523.4% | +3,085.8% | +137.4% |
| All | +924.9% | +1,124.6% | -199.7% | -17.8% |
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