+186.6%
MU vs SMTC
+53.1%
+133.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | +0.3% |
| 7D | -15.2% | -10.9% | -4.3% | -9.9% |
| 30D | -29.5% | -39.4% | +9.9% | -8.8% |
| 3M | -15.8% | -13.5% | -2.2% | -14.6% |
| 6M | -2.9% | -6.8% | +4.0% | -3.6% |
| YTD | +154.2% | +54.0% | +100.2% | +82.3% |
| 1Y | +186.6% | +50.8% | +135.8% | +105.7% |
| All | +186.6% | +53.1% | +133.5% | +105.7% |
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