+4,277.4%
MU vs SMTC
+334.8%
+3,942.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | +0.1% |
| 7D | -15.2% | -10.9% | -4.3% | -10.5% |
| 30D | -29.5% | -39.4% | +9.9% | -11.3% |
| 3M | -15.8% | -13.5% | -2.2% | -13.3% |
| 6M | -2.9% | -6.8% | +4.0% | -3.1% |
| YTD | +154.2% | +54.0% | +100.2% | +95.6% |
| 1Y | +186.6% | +50.8% | +135.8% | +122.6% |
| 3Y | +871.5% | +677.3% | +194.2% | +157.1% |
| 5Y | +911.7% | +28.7% | +883.0% | +607.0% |
| 10Y | +4,277.4% | +339.9% | +3,937.5% | +1,589.9% |
| All | +4,277.4% | +334.8% | +3,942.5% | +1,589.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling