+1,315.7%
MU vs SMTC
+91.8%
+1,223.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.2% | -3.1% | +2.3% |
| 7D | +9.0% | +12.7% | -3.8% | +3.7% |
| 30D | +13.8% | +22.0% | -8.2% | +3.2% |
| 3M | +2.1% | -12.7% | +14.8% | +7.7% |
| 6M | +153.8% | +64.8% | +89.0% | +105.6% |
| YTD | +256.4% | +100.7% | +155.7% | +168.3% |
| 1Y | +719.8% | +146.9% | +572.9% | +469.0% |
| 3Y | +1,360.4% | +456.8% | +903.6% | +543.5% |
| All | +1,315.7% | +91.8% | +1,223.9% | +1,022.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling