+719.8%
MU vs SMTC
+154.8%
+565.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.2% | -3.1% | +0.9% |
| 7D | +9.0% | +12.7% | -3.8% | +1.8% |
| 30D | +13.8% | +22.0% | -8.2% | -1.1% |
| 3M | +2.1% | -12.7% | +14.8% | +7.7% |
| 6M | +153.8% | +64.8% | +89.0% | +95.9% |
| YTD | +256.4% | +100.7% | +155.7% | +147.4% |
| 1Y | +719.8% | +146.9% | +572.9% | +456.6% |
| All | +719.8% | +154.8% | +565.0% | +456.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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