+662.1%
MU vs SMTC
+166.5%
+495.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.0% | -11.6% | -7.1% |
| 7D | +7.2% | +22.9% | -15.8% | -5.0% |
| 30D | +14.0% | +16.6% | -2.7% | +2.4% |
| 3M | +5.4% | +2.4% | +3.0% | +1.7% |
| 6M | +170.3% | +98.3% | +72.0% | +87.1% |
| YTD | +250.7% | +120.7% | +130.0% | +130.2% |
| 1Y | +662.1% | +168.3% | +493.8% | +388.2% |
| All | +662.1% | +166.5% | +495.6% | +388.2% |
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